QUANTUM CAPITAL MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 40 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
QUANTUM CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$47,000
+30.6%
1,515
+27.0%
0.05%
+147.6%
Q2 2020$36,000
+9.1%
1,1930.0%0.02%
-4.5%
Q1 2020$33,000
-28.3%
1,193
-0.4%
0.02%0.0%
Q4 2019$46,000
-80.5%
1,198
-80.4%
0.02%
-81.7%
Q3 2019$236,000
+0.9%
6,122
-0.5%
0.12%
-6.2%
Q2 2019$234,000
-4.5%
6,150
-2.6%
0.13%
-3.0%
Q1 2019$245,000
+7.9%
6,315
-4.0%
0.13%0.0%
Q4 2018$227,000
-45.0%
6,577
-41.2%
0.13%
-10.8%
Q3 2018$413,000
-2.6%
11,181
+0.3%
0.15%
-9.2%
Q2 2018$424,000
-3.9%
11,151
-1.4%
0.16%
+53.8%
Q1 2018$441,000
-59.2%
11,314
-58.7%
0.11%
-59.1%
Q4 2017$1,081,000
+2.6%
27,367
-1.1%
0.26%
+4.0%
Q3 2017$1,054,000
+2.8%
27,667
-0.1%
0.25%
-1.6%
Q2 2017$1,025,000
+24.4%
27,690
+19.3%
0.25%
+23.4%
Q1 2017$824,000
-14.7%
23,201
-19.3%
0.20%
-21.2%
Q4 2016$966,000
-14.1%
28,746
-3.0%
0.26%
-17.2%
Q3 2016$1,124,000
+3.5%
29,635
+0.3%
0.31%
+105.2%
Q2 2016$1,086,000
+3.6%
29,548
+3.0%
0.15%
+7.7%
Q1 2016$1,048,000
+7.0%
28,677
+2.9%
0.14%
+10.9%
Q4 2015$979,000
-0.9%
27,880
-1.6%
0.13%
-19.0%
Q3 2015$988,000
-6.0%
28,345
+0.3%
0.16%
+5.3%
Q2 2015$1,051,000
-1.1%
28,253
+1.4%
0.15%
-35.6%
Q1 2015$1,063,000
-3.8%
27,858
-8.7%
0.23%
-7.5%
Q4 2014$1,105,000
+4.8%
30,500
+5.9%
0.25%
+21.2%
Q3 2014$1,054,000
-7.4%
28,805
-1.2%
0.21%
+6.7%
Q2 2014$1,138,000
+5.2%
29,162
-1.9%
0.20%
+10.8%
Q1 2014$1,082,000
-6.6%
29,714
-4.1%
0.18%
-10.7%
Q4 2013$1,158,000
-0.8%
30,972
-0.3%
0.20%
-14.3%
Q3 2013$1,167,000
+0.7%
31,064
-5.6%
0.23%
-2.5%
Q2 2013$1,159,00032,9190.24%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Horizons Wealth Management 13,373$410,0000.34%
Lester Murray Antman dba SimplyRich 21,514$628,0000.26%
Schoolcraft Capital LLC 15,073$440,2720.14%
Equitable Holdings, Inc. 125,310$3,660,0000.07%
SOA Wealth Advisors, LLC. 6,346$185,0000.06%
Freedom Investment Management, Inc. 16,509$482,236,0000.05%
CPWM, LLC 19,525$570,0000.05%
CARDIFF PARK ADVISORS, LLC 10,966$320,0000.05%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28,167$823,0000.04%
Sterling Investment Advisors, Ltd. 2,417$71,0000.02%
View complete list of ISHARES TR shareholders