Efficient Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
Efficient Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,978,740
-13.5%
49,738
-5.6%
0.34%
-10.4%
Q2 2023$5,756,832
+1.2%
52,670
-3.2%
0.38%
-5.1%
Q1 2023$5,689,296
-8.9%
54,438
-6.0%
0.40%
-37.5%
Q4 2022$6,242,913
+4.2%
57,896
-0.1%
0.63%
+21.5%
Q3 2022$5,991,000
-14.3%
57,948
-13.8%
0.52%
-10.5%
Q2 2022$6,989,000
-35.3%
67,226
-19.8%
0.58%
-29.2%
Q1 2022$10,802,000
-12.2%
83,831
-4.7%
0.82%
-5.5%
Q4 2021$12,296,000
-6.3%
87,998
-3.3%
0.87%
-30.5%
Q3 2021$13,129,000
-13.8%
90,970
-8.8%
1.26%
-33.5%
Q2 2021$15,226,000
-2.7%
99,780
-6.3%
1.89%
-12.0%
Q1 2021$15,641,000
+13.6%
106,439
-8.3%
2.14%
+2.1%
Q4 2020$13,766,000
+14.5%
116,021
-12.7%
2.10%
-4.8%
Q3 2020$12,021,000
-2.3%
132,875
-5.7%
2.21%
-3.0%
Q2 2020$12,299,000
+16.6%
140,936
-10.4%
2.28%
+3.2%
Q1 2020$10,544,000
-29.3%
157,297
+4.9%
2.20%
-15.1%
Q4 2019$14,913,000
+8.2%
149,898
-4.2%
2.60%
+3.0%
Q3 2019$13,788,000
-13.6%
156,414
-8.7%
2.52%
-9.6%
Q2 2019$15,965,000
-2.9%
171,319
-3.4%
2.79%
-3.0%
Q1 2019$16,445,000
+7.8%
177,283
-4.1%
2.88%
+1.3%
Q4 2018$15,249,000
-20.9%
184,943
+2.0%
2.84%
-14.0%
Q3 2018$19,280,000
-3.0%
181,363
-3.6%
3.30%
-2.3%
Q2 2018$19,871,000
+3.6%
188,132
-5.8%
3.38%
+4.5%
Q1 2018$19,178,000
-0.0%
199,668
-0.4%
3.23%
+1.2%
Q4 2017$19,181,000
+0.3%
200,410
-1.1%
3.20%
-2.8%
Q3 2017$19,133,000
+4.5%
202,576
-1.6%
3.29%
+22.0%
Q2 2017$18,303,000
+1.1%
205,809
-2.7%
2.69%
+6.3%
Q1 2017$18,111,000
-3.9%
211,451
-3.7%
2.53%
-6.1%
Q4 2016$18,849,000
+1.4%
219,585
-7.9%
2.70%
-1.3%
Q3 2016$18,595,000
+6.8%
238,363
-3.2%
2.73%
-1.2%
Q2 2016$17,409,000
+3.0%
246,164
-1.0%
2.77%
-9.0%
Q1 2016$16,895,000
-2.9%
248,747
+3.0%
3.04%
-19.9%
Q4 2015$17,405,000
+3.8%
241,406
+0.4%
3.80%
+1.3%
Q3 2015$16,769,000
-15.4%
240,418
-1.2%
3.75%
-9.4%
Q2 2015$19,830,000
+1.0%
243,223
-2.1%
4.14%
-1.0%
Q1 2015$19,640,000
+4.2%
248,361
+1.4%
4.18%
-3.1%
Q4 2014$18,852,000
+11.8%
244,901
+0.9%
4.31%
+10.6%
Q3 2014$16,869,000
-7.1%
242,652
+1.7%
3.90%
-5.8%
Q2 2014$18,158,000
-2.9%
238,544
-1.4%
4.14%
-8.2%
Q1 2014$18,692,000
+2.3%
241,817
-0.6%
4.51%
+2.0%
Q4 2013$18,280,000
+7.6%
243,350
-1.9%
4.42%
+1.6%
Q3 2013$16,985,000
+9.7%
247,995
-1.1%
4.36%
+0.7%
Q2 2013$15,486,000250,8714.32%
Other shareholders
ISHARES TR shareholders Q3 2023
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