Destination Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$156,000
+0.6%
1,4720.0%0.01%0.0%
Q2 2018$155,000
+9.9%
1,4720.0%0.01%0.0%
Q1 2018$141,0001,4720.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Connective Capital Management, LLC 27,466$1,915,0003.93%
One Capital Management, LLC 151,380$10,559,0003.84%
Efficient Advisors, LLC 240,418$16,769,0003.75%
Parkside Advisors LLC 48,586$3,389,0002.51%
JUNCTURE WEALTH STRATEGIES, LLC 43,472$3,032,0002.46%
MONROE BANK & TRUST/MI 87,065$6,073,0002.23%
BOK Financial Private Wealth, Inc. 143,071$9,979,0001.75%
SMITH, MOORE & CO. 40,633$2,834,0001.57%
TOTH FINANCIAL ADVISORY CORP 56,275$3,925,0001.44%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 31,766$2,216,0001.20%
View complete list of ISHARES TR shareholders