Allworth Financial LP - 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
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$137,938
-8.4%
1,3780.0%0.00%0.0%
Q2 2023$150,616
+4.6%
1,3780.0%0.00%0.0%
Q1 2023$144,015
-4.7%
1,378
-1.7%
0.00%
-50.0%
Q4 2022$151,178
+4.3%
1,4020.0%0.00%0.0%
Q3 2022$145,000
-0.7%
1,4020.0%0.00%0.0%
Q2 2022$146,000
-19.3%
1,4020.0%0.00%0.0%
Q1 2022$181,000
-7.7%
1,4020.0%0.00%
-33.3%
Q4 2021$196,000
-3.0%
1,4020.0%0.00%0.0%
Q3 2021$202,000
-5.6%
1,4020.0%0.00%
-25.0%
Q2 2021$214,000
+21.6%
1,402
+17.1%
0.00%0.0%
Q1 2021$176,000
+37.5%
1,197
+11.2%
0.00%
+33.3%
Q4 2020$128,000
+32.0%
1,0760.0%0.00%0.0%
Q3 2020$97,000
-10.2%
1,076
-12.7%
0.00%0.0%
Q2 2020$108,000
+200.0%
1,233
+130.0%
0.00%
+200.0%
Q1 2020$36,000
+3500.0%
536
+3250.0%
0.00%
Q3 2016$1,000160.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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