Ancora Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ancora Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$424,624
-17.6%
4,242
-10.0%
0.01%
-21.4%
Q2 2023$515,021
-84.7%
4,712
-85.3%
0.01%
-85.3%
Q1 2023$3,355,293
+96733.9%
32,105
-0.1%
0.10%
-5.0%
Q4 2022$3,465
-99.9%
32,136
-0.3%
0.10%
-2.9%
Q3 2022$3,334,000
-1.8%
32,246
-1.3%
0.10%
+7.3%
Q2 2022$3,396,000
-20.2%
32,675
-1.0%
0.10%
-6.8%
Q1 2022$4,254,000
-8.6%
33,005
-0.9%
0.10%
-6.4%
Q4 2021$4,652,000
+357.0%
33,292
+372.1%
0.11%
+323.1%
Q3 2021$1,018,000
-9.0%
7,052
-2.0%
0.03%
-10.3%
Q2 2021$1,119,000
-5.4%
7,198
-2.1%
0.03%
-9.4%
Q1 2021$1,183,000
+38.4%
7,353
+2.0%
0.03%
+14.3%
Q4 2020$855,000
+24.8%
7,207
-4.8%
0.03%
+3.7%
Q3 2020$685,000
-8.1%
7,569
-11.3%
0.03%
-12.9%
Q2 2020$745,000
+49.9%
8,534
+15.2%
0.03%
+34.8%
Q1 2020$497,000
-67.4%
7,409
-51.7%
0.02%
-59.6%
Q4 2019$1,525,000
+6.3%
15,327
-5.8%
0.06%
-9.5%
Q3 2019$1,435,000
-9.6%
16,274
-4.5%
0.06%
-11.3%
Q2 2019$1,587,000
-28.9%
17,034
-29.2%
0.07%
-29.7%
Q1 2019$2,231,000
+9.0%
24,052
-3.1%
0.10%
+3.1%
Q4 2018$2,046,000
+566.4%
24,814
+754.8%
0.10%
+653.8%
Q2 2018$307,000
+10.0%
2,9030.0%0.01%0.0%
Q1 2018$279,000
-48.7%
2,903
-48.9%
0.01%
-55.2%
Q4 2017$544,0005,6810.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders