Horizon Kinetics - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 163 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.

Quarter-by-quarter ownership
Horizon Kinetics ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$450,000
-24.9%
5,454
-3.3%
0.02%0.0%
Q3 2018$599,000
-0.8%
5,638
-1.4%
0.02%0.0%
Q2 2018$604,000
+7.9%
5,720
-1.9%
0.02%
-6.2%
Q1 2018$560,000
-3.1%
5,832
-3.4%
0.02%
-5.9%
Q4 2017$578,000
+2.1%
6,038
+0.7%
0.02%0.0%
Q3 2017$566,000
-0.2%
5,995
-6.0%
0.02%
-10.5%
Q2 2017$567,000
-0.5%
6,381
-4.1%
0.02%
+5.6%
Q1 2017$570,000
-2.9%
6,652
-2.6%
0.02%
-5.3%
Q4 2016$587,000
+8.9%
6,833
-1.1%
0.02%
+26.7%
Q3 2016$539,000
+9.6%
6,908
-0.7%
0.02%
+25.0%
Q2 2016$492,0006,9550.01%
Other shareholders
ISHARES TR shareholders Q4 2017
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