Orca Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 143 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Orca Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$1,097,000
+3.4%
12,330
-0.5%
1.02%
+5.9%
Q1 2017$1,061,000
-2.1%
12,393
-1.9%
0.97%
-8.4%
Q4 2016$1,084,00012,6311.06%
Other shareholders
ISHARES TR shareholders Q4 2016
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