REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 174 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$3,0000.0%200.0%0.00%
Q3 2021$3,0000.0%200.0%0.00%
Q2 2021$3,0000.0%200.0%0.00%
Q1 2021$3,000
+50.0%
200.0%0.00%
Q4 2020$2,0000.0%200.0%0.00%
Q3 2020$2,0000.0%200.0%0.00%
Q2 2020$2,000
+100.0%
200.0%0.00%
Q1 2020$1,000
-50.0%
200.0%0.00%
Q4 2019$2,0000.0%20
-28.6%
0.00%
Q3 2019$2,000
-33.3%
280.0%0.00%
Q2 2019$3,0000.0%280.0%0.00%
Q1 2019$3,000
+50.0%
280.0%0.00%
Q4 2018$2,000
-33.3%
280.0%0.00%
Q3 2018$3,0000.0%280.0%0.00%
Q2 2018$3,0000.0%280.0%0.00%
Q1 2018$3,0000.0%280.0%0.00%
Q4 2017$3,0000.0%280.0%0.00%
Q3 2017$3,000
+50.0%
280.0%0.00%
Q2 2017$2,0000.0%280.0%0.00%
Q1 2017$2,00028
+366.7%
0.00%
Q2 2015$0
-100.0%
6
-68.4%
0.00%
Q2 2014$1,000190.00%
Other shareholders
ISHARES TR shareholders Q2 2019
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