BOSTON FAMILY OFFICE LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 158 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$242
-8.3%
2,413
-0.4%
0.02%0.0%
Q2 2023$264
+3.9%
2,4230.0%0.02%0.0%
Q1 2023$254
-2.7%
2,4230.0%0.02%
-9.1%
Q4 2022$261
-99.9%
2,4230.0%0.02%0.0%
Q3 2022$250,000
-0.8%
2,4230.0%0.02%
+4.8%
Q2 2022$252,000
-19.2%
2,4230.0%0.02%
-4.5%
Q1 2022$312,000
-8.0%
2,4230.0%0.02%0.0%
Q4 2021$339,000
-3.1%
2,4230.0%0.02%
-12.0%
Q3 2021$350,000
-16.3%
2,423
-11.6%
0.02%
-16.7%
Q2 2021$418,000
+4.0%
2,7400.0%0.03%0.0%
Q1 2021$402,000
+22.9%
2,740
-0.7%
0.03%
+20.0%
Q4 2020$327,000
+30.8%
2,7580.0%0.02%
+8.7%
Q3 2020$250,000
-5.7%
2,758
-9.1%
0.02%
-11.5%
Q2 2020$265,000
+19.4%
3,033
-8.3%
0.03%0.0%
Q1 2020$222,000
-39.8%
3,308
-10.9%
0.03%
-25.7%
Q4 2019$369,000
-16.3%
3,713
-25.8%
0.04%
-23.9%
Q3 2019$441,000
-40.3%
5,003
-36.9%
0.05%
-40.3%
Q2 2019$739,000
-23.2%
7,928
-23.6%
0.08%
-26.0%
Q1 2019$962,000
+9.7%
10,373
-2.5%
0.10%
-4.6%
Q4 2018$877,000
-34.4%
10,638
-15.4%
0.11%
-22.7%
Q3 2018$1,336,000
-3.1%
12,568
-3.7%
0.14%
-9.6%
Q2 2018$1,379,000
+0.6%
13,053
-8.5%
0.16%0.0%
Q1 2018$1,371,000
-24.5%
14,273
-24.8%
0.16%
-21.6%
Q4 2017$1,817,000
-21.7%
18,988
-22.7%
0.20%
-24.6%
Q3 2017$2,320,000
-0.9%
24,563
-6.7%
0.26%
-4.7%
Q2 2017$2,340,000
-2.3%
26,318
-5.8%
0.28%
-5.8%
Q1 2017$2,394,000
-3.7%
27,953
-3.4%
0.29%
-9.0%
Q4 2016$2,485,000
-14.0%
28,945
-21.9%
0.32%
-13.9%
Q3 2016$2,891,000
+13.1%
37,055
+2.5%
0.38%
+13.3%
Q2 2016$2,557,000
+6.5%
36,160
+2.2%
0.33%
+4.7%
Q1 2016$2,402,000
-6.1%
35,365
-0.3%
0.32%
-9.7%
Q4 2015$2,558,000
+4.3%
35,475
+0.9%
0.35%
+2.3%
Q3 2015$2,452,000
-14.5%
35,155
-0.1%
0.34%
-5.3%
Q2 2015$2,869,000
+4.9%
35,185
+1.7%
0.36%
+6.2%
Q1 2015$2,735,000
+6.5%
34,580
+3.6%
0.34%
+6.2%
Q4 2014$2,568,000
+14.2%
33,365
+3.2%
0.32%
+10.7%
Q3 2014$2,248,000
+0.4%
32,335
+10.0%
0.29%
+1.8%
Q2 2014$2,238,000
-37.3%
29,395
-36.3%
0.28%
+19.3%
Q1 2014$3,570,000
+180.4%
46,180
+172.5%
0.24%
+41.7%
Q4 2013$1,273,000
+104.7%
16,945
+86.5%
0.17%
+90.9%
Q3 2013$622,0009,0850.09%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders