Frontier Wealth Management 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
Frontier Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$281,000
+31.3%
2,368
+0.1%
0.02%
+15.0%
Q3 2020$214,000
+3.9%
2,366
+0.0%
0.02%
+5.3%
Q2 2020$206,000
-35.8%
2,365
-26.8%
0.02%
-62.7%
Q4 2019$321,000
+13.0%
3,230
+0.1%
0.05%
+21.4%
Q3 2019$284,000
-5.6%
3,2270.0%0.04%
-4.5%
Q2 2019$301,000
+0.7%
3,227
+0.0%
0.04%
+7.3%
Q1 2019$299,000
+12.4%
3,226
+0.1%
0.04%
+2.5%
Q4 2018$266,000
-30.0%
3,224
-9.9%
0.04%
+11.1%
Q3 2018$380,000
+0.5%
3,578
+0.0%
0.04%
-33.3%
Q2 2018$378,000
+6.5%
3,577
-3.1%
0.05%
+8.0%
Q1 2018$355,000
-11.5%
3,693
-11.9%
0.05%
-21.9%
Q4 2017$401,000
-36.5%
4,191
-37.3%
0.06%
-29.7%
Q3 2017$631,000
+6.2%
6,686
+0.0%
0.09%0.0%
Q2 2017$594,000
+3.8%
6,6830.0%0.09%
+3.4%
Q1 2017$572,000
-18.4%
6,683
-18.2%
0.09%
-23.5%
Q4 2016$701,000
+2.6%
8,170
-6.6%
0.12%
+10.6%
Q3 2016$683,000
+10.5%
8,749
+0.0%
0.10%
+5.1%
Q2 2016$618,000
+4.0%
8,7450.0%0.10%
+98.0%
Q1 2016$594,000
-5.7%
8,745
+0.1%
0.05%
-50.5%
Q4 2015$630,000
+3.4%
8,738
+0.0%
0.10%
+5.2%
Q3 2015$609,000
-14.5%
8,735
+0.0%
0.10%
-12.7%
Q2 2015$712,000
+3.2%
8,733
+0.0%
0.11%
-0.9%
Q1 2015$690,000
+156.5%
8,730
+149.4%
0.11%
+117.6%
Q4 2014$269,0003,5000.05%
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