BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$399,499
-8.4%
3,9910.0%0.01%0.0%
Q2 2023$436,216
+14.5%
3,991
+13.0%
0.01%
-14.3%
Q1 2023$380,8560.0%3,5320.0%0.01%0.0%
Q4 2022$380,856
+4.3%
3,5320.0%0.01%0.0%
Q3 2022$365,000
+1.7%
3,532
+2.3%
0.01%0.0%
Q2 2022$359,000
-17.7%
3,452
+2.1%
0.01%
-22.2%
Q1 2022$436,000
-8.4%
3,382
-0.7%
0.01%0.0%
Q4 2021$476,000
-4.2%
3,406
-1.0%
0.01%
-10.0%
Q3 2021$497,000
-5.2%
3,441
+0.2%
0.01%
-23.1%
Q2 2021$524,000
-52.2%
3,435
-54.0%
0.01%
-75.9%
Q1 2021$1,097,000
+2.4%
7,464
-17.3%
0.05%
-3.6%
Q4 2020$1,071,000
+11.3%
9,027
-15.1%
0.06%
-24.3%
Q3 2020$962,000
+141.7%
10,633
+133.4%
0.07%
+94.7%
Q2 2020$398,000
+1.8%
4,556
-21.8%
0.04%0.0%
Q1 2020$391,000
-63.8%
5,829
-46.3%
0.04%
-63.5%
Q4 2019$1,080,000
+6.3%
10,858
-5.7%
0.10%
-5.5%
Q3 2019$1,016,000
-13.5%
11,520
-8.7%
0.11%
-14.1%
Q2 2019$1,175,000
-19.1%
12,613
-19.5%
0.13%
-30.1%
Q1 2019$1,453,000
+404.5%
15,661
+348.2%
0.18%
+315.9%
Q4 2018$288,000
+24.1%
3,494
+59.8%
0.04%
+22.2%
Q3 2018$232,000
+0.4%
2,1870.0%0.04%
-2.7%
Q2 2018$231,000
+10.0%
2,1870.0%0.04%
-9.8%
Q1 2018$210,000
-12.1%
2,187
-12.4%
0.04%
-18.0%
Q4 2017$239,0002,4960.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders