WEATHERLY ASSET MANAGEMENT L. P. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 243 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2015$202,000
-3.8%
6,2520.0%0.08%
-8.3%
Q1 2015$210,000
-2.3%
6,252
-2.0%
0.08%
-6.7%
Q4 2014$215,000
-8.9%
6,382
-3.4%
0.09%
-11.8%
Q3 2014$236,000
-56.0%
6,607
-50.7%
0.10%
-11.3%
Q2 2014$536,000
+105.4%
13,414
+98.7%
0.12%
-5.0%
Q1 2014$261,000
-0.4%
6,752
-2.2%
0.12%
-3.2%
Q4 2013$262,000
+4.8%
6,9020.0%0.12%
-1.6%
Q3 2013$250,000
+10.1%
6,902
-3.2%
0.13%
+1.6%
Q2 2013$227,0007,1320.12%
Other shareholders
ISHARES TR shareholders Q3 2015
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