Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$205,000
-1.9%
1,467
+1.1%
0.01%0.0%
Q3 2021$209,000
-62.0%
1,451
-59.7%
0.01%
-62.5%
Q2 2021$550,000
-63.4%
3,601
-80.2%
0.02%
-85.3%
Q4 2018$1,502,000
-20.4%
18,221
+2.6%
0.11%
-1.8%
Q3 2018$1,888,000
+166.7%
17,764
+140.0%
0.11%
+101.8%
Q4 2017$708,000
+136.0%
7,402
+119.1%
0.06%
+96.4%
Q2 2017$300,000
-12.0%
3,378
-15.2%
0.03%
-15.2%
Q1 2017$341,000
-2.8%
3,984
-2.5%
0.03%
-13.2%
Q4 2016$351,0004,0870.04%
Other shareholders
ISHARES TR shareholders Q3 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