IBBOTSON ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IBBOTSON ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2015$386,000
-68.3%
11,067
-66.1%
0.23%
-71.9%
Q2 2015$1,216,000
+14.4%
32,690
+17.4%
0.82%
-0.2%
Q1 2015$1,063,000
-50.1%
27,848
-52.6%
0.82%
-59.3%
Q4 2014$2,130,000
+189.0%
58,793
+192.0%
2.02%
+144.9%
Q3 2014$737,000
+164.2%
20,137
+181.8%
0.82%
+115.1%
Q2 2014$279,000
-36.6%
7,145
-40.9%
0.38%
-46.1%
Q1 2014$440,000
+37.5%
12,092
+41.4%
0.71%
+1.0%
Q4 2013$320,000
-27.1%
8,549
-26.6%
0.70%
-53.4%
Q3 2013$439,000
+66.3%
11,651
+55.3%
1.51%
+2.2%
Q2 2013$264,0007,5021.48%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CPWM, LLC 207,804$7,697,0000.61%
Lester Murray Antman dba SimplyRich 21,514$802,0000.27%
Schoolcraft Capital LLC 15,767$587,4260.18%
CARDIFF PARK ADVISORS, LLC 22,693$845,0000.11%
SOA Wealth Advisors, LLC. 10,917$406,0000.10%
Equitable Holdings, Inc. 125,310$4,669,0000.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,769$960,0000.05%
Freedom Investment Management, Inc. 17,334$646,0000.05%
Sterling Investment Advisors, Ltd. 2,906$108,0000.03%
Rathbones Group PLC 61,687$2,298,0000.02%
View complete list of ISHARES TR shareholders