EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$48,277
-39.4%
481
-34.0%
0.01%
-33.3%
Q2 2023$79,680
+4.6%
7290.0%0.02%0.0%
Q1 2023$76,188
-3.1%
7290.0%0.02%
-6.2%
Q4 2022$78,608
+4.8%
7290.0%0.02%
+6.7%
Q3 2022$75,000
-1.3%
7290.0%0.02%0.0%
Q2 2022$76,000
-19.1%
7290.0%0.02%
-6.2%
Q1 2022$94,000
-7.8%
7290.0%0.02%
-11.1%
Q4 2021$102,000
-26.6%
729
-24.1%
0.02%
-33.3%
Q3 2021$139,000
-4.8%
9600.0%0.03%0.0%
Q2 2021$146,000
-52.0%
960
-68.6%
0.03%
-64.0%
Q4 2019$304,000
+13.0%
3,054
+0.0%
0.08%
+2.7%
Q3 2019$269,000
-5.3%
3,0530.0%0.07%
-7.6%
Q2 2019$284,000
+0.4%
3,053
+0.0%
0.08%
-1.2%
Q1 2019$283,000
+12.3%
3,0520.0%0.08%
-2.4%
Q4 2018$252,000
-22.2%
3,0520.0%0.08%
-18.8%
Q3 2018$324,000
-9.0%
3,052
-9.3%
0.10%
-15.1%
Q2 2018$356,000
+10.2%
3,3660.0%0.12%
+7.2%
Q1 2018$323,000
+0.3%
3,3660.0%0.11%
-5.9%
Q4 2017$322,000
+1.3%
3,3660.0%0.12%
-14.5%
Q3 2017$318,000
+6.4%
3,366
+0.0%
0.14%
+3.8%
Q2 2017$299,000
+3.8%
3,3650.0%0.13%
+3.1%
Q1 2017$288,000
-0.3%
3,3650.0%0.13%
-8.5%
Q4 2016$289,000
-3.0%
3,365
-11.9%
0.14%
-6.0%
Q3 2016$298,000
+9.6%
3,818
-0.7%
0.15%
+5.6%
Q2 2016$272,000
-1.1%
3,843
-4.9%
0.14%
-7.8%
Q1 2016$275,000
-5.5%
4,0430.0%0.15%
-9.9%
Q4 2015$291,000
+1.7%
4,043
-1.4%
0.17%0.0%
Q3 2015$286,000
-14.4%
4,102
+0.0%
0.17%
-14.1%
Q2 2015$334,000
+3.1%
4,1010.0%0.20%
+3.6%
Q1 2015$324,000
-45.5%
4,101
-46.8%
0.19%
-50.3%
Q4 2014$594,000
+10.8%
7,711
+0.0%
0.39%
-16.1%
Q3 2014$536,000
-8.7%
7,7100.0%0.46%
-9.4%
Q2 2014$587,000
-33.6%
7,710
-32.6%
0.51%
-46.1%
Q1 2014$884,000
+8.9%
11,436
+5.8%
0.94%
-16.5%
Q4 2013$812,00010,8111.13%
Other shareholders
ISHARES TR shareholders Q4 2021
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