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 ↓
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