COLDSTREAM CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$205,000
-19.6%
1,687
-38.5%
0.01%
-54.5%
Q1 2019$255,000
+10.9%
2,745
-1.8%
0.02%0.0%
Q4 2018$230,000
-24.3%
2,795
-2.3%
0.02%
-21.4%
Q3 2018$304,000
+0.7%
2,8620.0%0.03%
-9.7%
Q2 2018$302,000
-3.8%
2,862
-12.3%
0.03%
-8.8%
Q1 2018$314,000
-19.1%
3,265
-19.4%
0.03%
-19.0%
Q4 2017$388,000
-4.9%
4,050
-6.2%
0.04%
-10.6%
Q3 2017$408,000
+6.2%
4,3200.0%0.05%
-6.0%
Q2 2017$384,000
+3.8%
4,3200.0%0.05%
-2.0%
Q1 2017$370,000
-3.1%
4,320
-2.9%
0.05%
-17.7%
Q4 2016$382,000
-4.7%
4,451
-13.5%
0.06%
-12.7%
Q3 2016$401,000
-26.7%
5,146
-33.5%
0.07%
-26.8%
Q2 2016$547,000
-18.1%
7,734
-21.4%
0.10%
-20.5%
Q1 2016$668,000
-26.5%
9,839
-22.0%
0.12%
-38.1%
Q4 2015$909,000
+14.8%
12,613
+11.0%
0.20%
-7.1%
Q3 2015$792,000
+55.3%
11,358
+81.6%
0.21%
+59.4%
Q2 2015$510,000
-10.8%
6,256
-13.5%
0.13%
-15.8%
Q1 2015$572,000
+2.9%
7,231
+0.0%
0.16%
+1.9%
Q4 2014$556,000
+10.3%
7,228
-0.2%
0.16%
+8.4%
Q3 2014$504,000
-20.8%
7,243
-13.3%
0.14%
-23.5%
Q2 2014$636,000
-7.6%
8,350
-6.2%
0.19%
-16.1%
Q1 2014$688,000
+0.7%
8,899
-2.2%
0.22%
+1.4%
Q4 2013$683,000
+5.6%
9,098
-3.6%
0.22%
+3.3%
Q3 2013$647,000
+17.6%
9,442
+5.9%
0.21%
+14.5%
Q2 2013$550,0008,9170.19%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 247,995$16,985,0004.36%
Kovack Advisors, Inc. 11,923$817,0004.20%
HBK Sorce Advisory LLC 104,119$7,131,0002.95%
Connective Capital Management, LLC 30,839$2,112,0002.94%
TELEMUS CAPITAL, LLC 142,713$9,774,0002.90%
MONROE BANK & TRUST/MI 90,032$6,166,0002.54%
BOK Financial Private Wealth, Inc. 142,218$9,741,0001.96%
QS Investors, LLC 556,260$38,020,0001.64%
TOTH FINANCIAL ADVISORY CORP 48,736$3,338,0001.56%
Twele Capital Management, Inc. 67,572$4,628,0001.51%
View complete list of ISHARES TR shareholders