ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,365,528
-11.4%
43,612
-3.2%
0.00%0.0%
Q2 2023$4,925,211
+21.3%
45,061
+16.0%
0.00%0.0%
Q1 2023$4,061,275
+6.7%
38,860
+10.1%
0.00%0.0%
Q4 2022$3,805,100
+18.5%
35,288
+13.6%
0.00%0.0%
Q3 2022$3,212,000
+11.0%
31,072
+11.6%
0.00%0.0%
Q2 2022$2,894,000
-38.5%
27,836
-23.7%
0.00%0.0%
Q1 2022$4,702,000
-77.3%
36,488
-75.4%
0.00%
-80.0%
Q4 2021$20,752,000
-0.1%
148,512
+3.1%
0.01%
-9.1%
Q3 2021$20,781,000
-19.8%
143,991
-15.2%
0.01%
-26.7%
Q2 2021$25,921,000
+9.1%
169,861
+5.1%
0.02%0.0%
Q1 2021$23,756,000
+2949.6%
161,659
+2363.6%
0.02%
+1400.0%
Q4 2020$779,000
+29.0%
6,562
-1.8%
0.00%0.0%
Q3 2020$604,000
-80.4%
6,679
-81.1%
0.00%
-66.7%
Q2 2020$3,078,000
+25.6%
35,265
-3.5%
0.00%0.0%
Q1 2020$2,451,000
-35.5%
36,560
-4.3%
0.00%
-25.0%
Q4 2019$3,800,000
+2.6%
38,192
-9.1%
0.00%0.0%
Q3 2019$3,702,000
-33.8%
41,997
-30.0%
0.00%
-42.9%
Q2 2019$5,592,000
-32.2%
60,007
-32.5%
0.01%
-36.4%
Q1 2019$8,251,000
+6.1%
88,950
-5.7%
0.01%
-8.3%
Q4 2018$7,778,000
-16.8%
94,342
+7.3%
0.01%
-25.0%
Q3 2018$9,349,000
+56.4%
87,942
+55.4%
0.02%
+14.3%
Q2 2018$5,979,000
+52.6%
56,601
+41.6%
0.01%
+27.3%
Q1 2018$3,917,000
-31.9%
39,980
-33.5%
0.01%
-15.4%
Q4 2017$5,754,000
-5.0%
60,129
-6.2%
0.01%
-7.1%
Q3 2017$6,055,000
+4.2%
64,108
-1.9%
0.01%
-12.5%
Q2 2017$5,809,000
+1.6%
65,322
-2.2%
0.02%
-11.1%
Q1 2017$5,719,000
+56.9%
66,773
+57.3%
0.02%
+38.5%
Q4 2016$3,646,000
+57.8%
42,448
+43.4%
0.01%
+44.4%
Q3 2016$2,310,000
+16.5%
29,611
+5.6%
0.01%
+12.5%
Q2 2016$1,983,000
+1.8%
28,047
-2.2%
0.01%0.0%
Q1 2016$1,948,000
-29.9%
28,685
-25.6%
0.01%
-38.5%
Q4 2015$2,779,000
+18.3%
38,544
+14.5%
0.01%
+8.3%
Q3 2015$2,349,000
-79.8%
33,674
-76.4%
0.01%
-78.2%
Q2 2015$11,644,000
+34.0%
142,814
+30.0%
0.06%
+22.2%
Q1 2015$8,690,000
+485.2%
109,884
+469.8%
0.04%
+200.0%
Q4 2014$1,485,000
-50.0%
19,285
-54.9%
0.02%
-50.0%
Q3 2014$2,971,000
-15.8%
42,741
-7.8%
0.03%
-18.9%
Q2 2014$3,527,000
+19.4%
46,332
+21.3%
0.04%
+12.1%
Q1 2014$2,953,000
+24.4%
38,196
+20.9%
0.03%
+22.2%
Q4 2013$2,373,000
+13.8%
31,591
+3.8%
0.03%
+8.0%
Q3 2013$2,085,000
+83.4%
30,445
+65.3%
0.02%
+66.7%
Q2 2013$1,137,00018,4210.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders