PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. - 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
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$35,435
-6.6%
354
+2.0%
0.00%0.0%
Q2 2023$37,927
-24.1%
347
-28.5%
0.00%
-33.3%
Q2 2022$50,000
-19.4%
4850.0%0.00%
-25.0%
Q1 2022$62,000
-8.8%
4850.0%0.00%0.0%
Q4 2021$68,000
-6.8%
485
-4.0%
0.00%0.0%
Q3 2021$73,000
-5.2%
5050.0%0.00%0.0%
Q2 2021$77,000
+4.1%
5050.0%0.00%0.0%
Q1 2021$74,000
+23.3%
5050.0%0.00%0.0%
Q4 2020$60,000
+30.4%
5050.0%0.00%0.0%
Q3 2020$46,000
+4.5%
5050.0%0.00%0.0%
Q2 2020$44,000
+33.3%
505
+1.2%
0.00%0.0%
Q1 2020$33,000
-34.0%
4990.0%0.00%0.0%
Q4 2019$50,000
-80.5%
499
-83.9%
0.00%
-84.0%
Q4 2018$256,000
-98.2%
3,101
+1450.5%
0.02%
+1150.0%
Q4 2015$14,420,0002000.00%
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