BALDWIN BROTHERS LLC/MA - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$6,0000.0%400.0%0.00%0.0%
Q3 2021$6,000
-25.0%
40
-20.0%
0.00%0.0%
Q2 2021$8,000
+14.3%
500.0%0.00%0.0%
Q1 2021$7,000
-12.5%
50
-28.6%
0.00%0.0%
Q4 2020$8,000
+33.3%
700.0%0.00%0.0%
Q3 2020$6,000
-25.0%
70
-19.5%
0.00%0.0%
Q2 2020$8,000
+33.3%
870.0%0.00%0.0%
Q1 2020$6,000
-33.3%
870.0%0.00%0.0%
Q4 2019$9,000
+12.5%
870.0%0.00%0.0%
Q3 2019$8,000870.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders