Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,360,719
-11.3%
113,489
-3.1%
0.44%
-13.6%
Q2 2023$12,806,998
+1.8%
117,173
-2.6%
0.52%
-5.5%
Q1 2023$12,574,636
-8.8%
120,320
-5.9%
0.54%
-16.0%
Q4 2022$13,787,752
-0.8%
127,866
-4.9%
0.65%
-10.9%
Q3 2022$13,899,000
+6.4%
134,435
+7.0%
0.73%
+6.3%
Q2 2022$13,059,000
+1.5%
125,615
+25.8%
0.68%
+6.9%
Q1 2022$12,863,000
-16.0%
99,825
-8.9%
0.64%
-16.1%
Q4 2021$15,304,000
+5.8%
109,529
+9.2%
0.76%
-7.3%
Q3 2021$14,470,000
-8.2%
100,262
-2.9%
0.82%
-13.7%
Q2 2021$15,763,000
+24.4%
103,295
+19.8%
0.96%
-5.9%
Q1 2021$12,675,000
-5.0%
86,254
-23.3%
1.02%
-0.3%
Q4 2020$13,348,000
+27.1%
112,495
-3.1%
1.02%
+13.5%
Q3 2020$10,501,000
+5.2%
116,076
+1.5%
0.90%
-3.7%
Q2 2020$9,979,000
+29.6%
114,350
-0.5%
0.93%
+10.6%
Q1 2020$7,700,000
+22.2%
114,881
+81.4%
0.84%
+21.7%
Q4 2019$6,302,000
+11.1%
63,341
-1.6%
0.69%
+0.7%
Q3 2019$5,674,000
-18.3%
64,368
-13.6%
0.69%
-24.0%
Q2 2019$6,941,000
+8.9%
74,485
+8.4%
0.90%
-2.5%
Q1 2019$6,371,000
+29.5%
68,685
+15.1%
0.93%
+10.9%
Q4 2018$4,920,000
+169.4%
59,676
+247.4%
0.84%
+158.0%
Q3 2018$1,826,000
+0.7%
17,1770.0%0.32%
-4.7%
Q2 2018$1,814,000
+4.4%
17,177
-5.0%
0.34%
-0.9%
Q1 2018$1,737,000
+118.8%
18,089
+118.0%
0.34%
+101.8%
Q4 2017$794,000
+7.9%
8,296
+6.4%
0.17%0.0%
Q3 2017$736,000
+6.2%
7,7950.0%0.17%
+0.6%
Q2 2017$693,000
+3.7%
7,7950.0%0.17%
+1.8%
Q1 2017$668,000
-4.4%
7,795
-4.3%
0.17%
-3.5%
Q4 2016$699,000
+5.9%
8,145
-3.7%
0.17%0.0%
Q3 2016$660,000
-4.5%
8,462
-13.4%
0.17%
-5.0%
Q2 2016$691,000
-36.7%
9,771
-39.2%
0.18%
-31.4%
Q1 2016$1,092,000
-34.3%
16,074
-30.2%
0.26%
-34.7%
Q4 2015$1,661,000
+40.8%
23,039
+36.2%
0.40%
+44.8%
Q3 2015$1,180,000
-5.7%
16,914
+10.2%
0.28%
-4.1%
Q2 2015$1,251,000
+2.4%
15,343
-0.7%
0.29%
-0.7%
Q1 2015$1,222,000
+1.9%
15,448
-0.8%
0.29%0.0%
Q4 2014$1,199,000
+115.3%
15,580
+94.6%
0.29%
+117.0%
Q3 2014$557,000
-12.1%
8,008
-3.8%
0.14%
-14.0%
Q2 2014$634,000
-9.8%
8,324
-8.5%
0.16%
-15.1%
Q1 2014$703,000
+13.9%
9,097
+10.8%
0.18%
+6.3%
Q4 2013$617,000
+11.6%
8,211
+1.8%
0.17%
+0.6%
Q3 2013$553,000
+9.7%
8,069
-1.1%
0.17%
+3.0%
Q2 2013$504,0008,1570.17%
Other shareholders
ISHARES TR shareholders Q1 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