Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 137 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2016$263,000
-91.1%
3,866
-90.5%
0.16%
-87.4%
Q4 2015$2,940,000
+3718.2%
40,772
+3583.1%
1.28%
+2315.1%
Q3 2015$77,000
-25.2%
1,107
-12.7%
0.05%
-15.9%
Q2 2015$103,000
-88.4%
1,268
-88.8%
0.06%
-86.0%
Q1 2015$891,000
-5.2%
11,273
-7.7%
0.45%
-4.4%
Q4 2014$940,000
+2585.7%
12,211
+2356.9%
0.47%
+2384.2%
Q3 2014$35,000
+66.7%
497
+77.5%
0.02%
+111.1%
Q2 2014$21,0002800.01%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
MD Financial Management Inc. 577,769$57,482,0002.89%
One Capital Management, LLC 182,586$18,165,0002.79%
ARKANSAS FINANCIAL GROUP, INC. 81,236$8,082,0002.68%
Efficient Advisors, LLC 149,898$14,913,0002.60%
Harborview Advisors, LLC 29,698$2,955,0002.26%
Schoolcraft Capital LLC 36,942$3,675,3121.87%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 44,961$4,473,0001.76%
Parkside Advisors LLC 35,625$3,544,0001.58%
WESCAP Management Group, Inc. 40,397$4,019,0001.56%
DOWLING & YAHNKE LLC 193,870$19,288,0001.48%
View complete list of ISHARES TR shareholders