VALLEY WEALTH MANAGERS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 122 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2014$219,000
+9.0%
2,1000.0%0.04%
+7.3%
Q4 2013$201,000
-0.5%
2,100
-1.8%
0.04%
-10.9%
Q2 2013$202,0002,1380.05%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders