DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,762,000
-3.5%
46,055
-3.0%
0.22%
-4.3%
Q2 2022$4,937,000
-22.4%
47,488
-3.8%
0.23%
-15.9%
Q1 2022$6,361,000
-17.0%
49,363
-10.0%
0.28%
-25.2%
Q4 2021$7,663,000
-4.4%
54,843
-1.2%
0.37%
-16.7%
Q3 2021$8,012,000
-11.1%
55,518
-6.0%
0.44%
-14.5%
Q2 2021$9,011,000
-8.4%
59,048
-11.8%
0.52%
-22.9%
Q1 2021$9,839,000
-4.5%
66,958
-22.9%
0.67%
-8.4%
Q4 2020$10,307,000
-10.7%
86,868
-31.9%
0.73%
-20.8%
Q3 2020$11,545,000
+2.4%
127,615
-1.2%
0.93%
-2.0%
Q2 2020$11,272,000
+16.8%
129,165
-10.3%
0.95%
+1.8%
Q1 2020$9,647,000
-50.0%
143,918
-25.8%
0.93%
-37.3%
Q4 2019$19,288,000
+10.0%
193,870
-2.5%
1.48%
+2.2%
Q3 2019$17,530,000
-7.1%
198,862
-1.8%
1.45%
-7.4%
Q2 2019$18,877,000
+5.7%
202,563
+5.2%
1.56%
-8.9%
Q1 2019$17,854,000
+69.7%
192,476
+72.3%
1.72%
+57.4%
Q4 2018$10,518,000
-7.3%
111,679
+4.6%
1.09%
+10.1%
Q3 2018$11,347,000
-2.1%
106,736
-2.8%
0.99%
-8.1%
Q2 2018$11,596,000
+6.7%
109,787
-2.9%
1.08%
+5.9%
Q1 2018$10,863,000
+1.1%
113,099
+0.7%
1.02%
+4.7%
Q4 2017$10,749,000
-0.8%
112,303
-2.1%
0.97%
-11.7%
Q3 2017$10,839,000
+4.1%
114,759
-2.0%
1.10%
+0.3%
Q2 2017$10,417,000
+3.9%
117,133
+0.1%
1.10%
+2.7%
Q1 2017$10,024,000
-4.0%
117,036
-3.8%
1.07%
-8.6%
Q4 2016$10,447,000
+6.2%
121,706
-3.5%
1.17%
+1.6%
Q3 2016$9,836,000
+2.1%
126,084
-7.5%
1.15%
-0.6%
Q2 2016$9,638,000
+7.5%
136,279
+3.2%
1.16%
+4.5%
Q1 2016$8,968,000
+16.0%
132,034
+23.2%
1.11%
+13.9%
Q4 2015$7,728,000
+56.2%
107,190
+51.2%
0.97%
+44.4%
Q3 2015$4,946,000
-9.7%
70,915
+5.5%
0.67%
-2.3%
Q2 2015$5,478,000
+1.9%
67,190
-1.2%
0.69%
+2.5%
Q1 2015$5,378,000
+5.2%
68,005
+2.4%
0.67%
+5.7%
Q4 2014$5,110,000
+10.4%
66,380
-0.3%
0.64%
+4.4%
Q3 2014$4,629,000
-10.6%
66,585
-2.1%
0.61%
-9.0%
Q2 2014$5,177,000
-1.7%
68,010
-0.2%
0.67%
-3.6%
Q1 2014$5,269,000
+1.3%
68,160
-1.5%
0.69%
-5.1%
Q4 2013$5,201,000
+0.7%
69,230
-8.2%
0.73%
-9.6%
Q3 2013$5,164,000
+6.9%
75,402
-3.6%
0.81%
+0.6%
Q2 2013$4,829,00078,2350.80%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders