CAPITAL ADVISORS INC/OK - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPITAL ADVISORS INC/OK ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$271,000
-88.8%
8,224
-88.6%
0.02%
-88.7%
Q4 2017$2,429,000
-3.9%
71,880
-4.0%
0.14%
-8.4%
Q3 2017$2,527,000
-1.5%
74,863
-4.5%
0.16%
-3.1%
Q2 2017$2,566,000
+4.1%
78,411
+0.0%
0.16%
-0.6%
Q1 2017$2,466,000
+39.9%
78,384
+31.4%
0.16%
+30.9%
Q4 2016$1,763,00059,6390.12%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders