Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$5,000
+66.7%
340.0%0.00%
Q4 2020$3,0000.0%340.0%0.00%
Q3 2020$3,0000.0%340.0%0.00%
Q2 2020$3,000
+50.0%
340.0%0.00%
Q1 2020$2,000
-33.3%
340.0%0.00%
Q4 2019$3,0000.0%340.0%0.00%
Q3 2019$3,0000.0%340.0%0.00%
Q2 2019$3,0000.0%340.0%0.00%
Q1 2019$3,0000.0%340.0%0.00%
Q4 2018$3,000
-87.5%
34
-85.2%
0.00%
-100.0%
Q3 2018$24,000
+500.0%
230
+576.5%
0.00%
Q2 2018$4,000
+33.3%
340.0%0.00%
Q1 2018$3,0000.0%340.0%0.00%
Q4 2017$3,0000.0%340.0%0.00%
Q2 2017$3,0000.0%340.0%0.00%
Q1 2017$3,0000.0%340.0%0.00%
Q4 2016$3,0000.0%340.0%0.00%
Q3 2016$3,000
+50.0%
340.0%0.00%
Q2 2016$2,000
-60.0%
34
-55.8%
0.00%
-100.0%
Q1 2016$5,000
-96.6%
77
-96.2%
0.00%
-94.7%
Q4 2015$146,000
-88.7%
2,023
-89.1%
0.02%
-89.6%
Q3 2015$1,289,000
-5.6%
18,480
+10.3%
0.18%
-2.1%
Q2 2015$1,365,000
-9.7%
16,747
-12.4%
0.19%
-17.3%
Q1 2015$1,512,000
-8.5%
19,120
-11.0%
0.23%
-16.9%
Q4 2014$1,653,000
+47.5%
21,472
+33.1%
0.27%
+34.0%
Q3 2014$1,121,000
+2.3%
16,130
+12.0%
0.20%
-5.6%
Q2 2014$1,096,000
-5.9%
14,398
-4.5%
0.22%
-20.4%
Q1 2014$1,165,000
+20.2%
15,071
+16.8%
0.27%
+4.7%
Q4 2013$969,000
+69.7%
12,901
+54.8%
0.26%
+43.3%
Q3 2013$571,000
+53.5%
8,335
+38.4%
0.18%
+28.6%
Q2 2013$372,0006,0210.14%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Connective Capital Management, LLC 27,466$1,915,0003.93%
One Capital Management, LLC 151,380$10,559,0003.84%
Efficient Advisors, LLC 240,418$16,769,0003.75%
Parkside Advisors LLC 48,586$3,389,0002.51%
JUNCTURE WEALTH STRATEGIES, LLC 43,472$3,032,0002.46%
MONROE BANK & TRUST/MI 87,065$6,073,0002.23%
BOK Financial Private Wealth, Inc. 143,071$9,979,0001.75%
SMITH, MOORE & CO. 40,633$2,834,0001.57%
TOTH FINANCIAL ADVISORY CORP 56,275$3,925,0001.44%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 31,766$2,216,0001.20%
View complete list of ISHARES TR shareholders