HALBERT HARGROVE GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
HALBERT HARGROVE GLOBAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,058,779
-9.6%
110,477
-1.3%
0.82%
-7.6%
Q2 2023$12,232,696
-41.1%
111,919
-43.6%
0.89%
-36.4%
Q1 2023$20,751,216
-3.9%
198,557
-0.8%
1.40%
-8.9%
Q4 2022$21,585,429
+6.0%
200,180
+1.6%
1.54%
-2.0%
Q3 2022$20,371,000
-3.0%
197,029
-2.4%
1.57%
+1.2%
Q2 2022$20,993,000
-17.6%
201,936
+2.2%
1.56%
-7.4%
Q1 2022$25,462,000
-9.0%
197,597
-1.3%
1.68%
-5.6%
Q4 2021$27,972,000
-2.2%
200,184
+1.0%
1.78%
-10.5%
Q3 2021$28,607,000
-8.2%
198,222
-3.0%
1.99%
-2.8%
Q2 2021$31,177,000
+2.6%
204,306
-1.2%
2.05%
-6.4%
Q1 2021$30,401,000
+20.4%
206,881
-2.8%
2.19%
+14.2%
Q4 2020$25,255,000
+31.6%
212,857
+0.3%
1.91%
+3.8%
Q3 2020$19,195,000
+1.6%
212,169
-2.0%
1.84%
-33.6%
Q2 2020$18,896,000
+45.7%
216,528
+11.9%
2.78%
+22.7%
Q1 2020$12,969,000
+106.9%
193,487
+154.5%
2.26%
+56.9%
Q4 2018$6,268,00076,0171.44%
Other shareholders
ISHARES TR shareholders Q2 2022
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