Winthrop Partners - WNY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 426 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Winthrop Partners - WNY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$2,026,903,000
+6.4%
65,937
+6.3%
1.37%
-4.1%
Q2 2019$1,905,315,000
+4.6%
62,022
+6.1%
1.43%
+0.5%
Q1 2019$1,821,247,000
+173.1%
58,467
+151.7%
1.42%
+128.1%
Q4 2018$666,875,000
-50.2%
23,228
-43.3%
0.62%
-42.4%
Q3 2018$1,337,764,000
+4.0%
40,998
+2.2%
1.08%
+1.0%
Q2 2018$1,286,294,000
+9.4%
40,134
+13.9%
1.07%
+18.2%
Q1 2018$1,175,358,000
+5.6%
35,222
+7.0%
0.90%
-0.3%
Q4 2017$1,112,585,00032,9070.91%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders