Marquette Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Marquette Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,815
-8.4%
1480.0%0.00%0.0%
Q2 2023$16,177
+138.1%
148
+127.7%
0.00%
+100.0%
Q1 2023$6,794
-85.0%
65
-84.5%
0.00%
-84.6%
Q4 2022$45,289
-99.2%
420
-99.3%
0.01%
-99.3%
Q3 2022$5,941,000
+15.1%
57,463
+15.8%
1.86%
+26.6%
Q2 2022$5,160,000
-14.8%
49,639
+5.6%
1.47%
+4.3%
Q1 2022$6,055,000
-6.1%
46,986
+1.8%
1.41%
+4.1%
Q4 2021$6,448,000
+7.8%
46,146
+11.4%
1.35%
+0.6%
Q3 2021$5,979,000
-15.4%
41,432
-10.6%
1.34%
-13.6%
Q2 2021$7,068,000
+9.3%
46,319
+5.2%
1.56%
-0.4%
Q1 2021$6,468,000
+15.3%
44,012
-6.9%
1.56%
+20.8%
Q4 2020$5,610,000
+68.6%
47,278
+28.5%
1.29%
+39.5%
Q3 2020$3,328,000
+102.6%
36,785
+95.4%
0.93%
+72.9%
Q2 2020$1,643,000
+552.0%
18,827
+400.6%
0.54%
+415.4%
Q1 2020$252,000
-18.7%
3,761
+20.6%
0.10%
+3.0%
Q4 2019$310,000
+53.5%
3,119
+36.0%
0.10%
+48.5%
Q3 2019$202,000
-3.3%
2,293
+2.5%
0.07%
-4.2%
Q2 2019$209,000
+14.2%
2,238
+13.4%
0.07%
+16.4%
Q1 2019$183,0001,9740.06%
Other shareholders
ISHARES TR shareholders Q4 2021
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