Advisory Services Network, 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
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$9,289
-3.0%
890.0%0.00%
Q4 2022$9,580
-52.1%
89
-32.6%
0.00%
-100.0%
Q2 2021$20,000
+400.0%
132
+247.4%
0.00%
Q4 2020$4,000
+33.3%
380.0%0.00%
Q3 2020$3,000
-97.1%
38
-97.5%
0.00%
-100.0%
Q1 2020$103,000
-37.2%
1,537
-6.7%
0.01%
-22.2%
Q4 2019$164,000
-21.2%
1,648
-26.1%
0.01%
-30.8%
Q3 2019$208,0000.0%2,2310.0%0.01%0.0%
Q2 2019$208,000
-13.0%
2,231
-13.3%
0.01%
-23.5%
Q1 2019$239,000
-16.1%
2,574
-25.4%
0.02%
-32.0%
Q4 2018$285,000
-80.8%
3,451
-75.3%
0.02%
-76.9%
Q3 2018$1,485,000
+171.5%
13,965
+173.9%
0.11%
+157.1%
Q2 2018$547,000
+768.3%
5,098
+672.4%
0.04%
+740.0%
Q1 2018$63,0000.0%660
+0.3%
0.01%0.0%
Q4 2017$63,000
+1.6%
658
+0.3%
0.01%
-28.6%
Q3 2017$62,000
+51.2%
656
+43.9%
0.01%
+40.0%
Q2 2017$41,000
-4.7%
456
-8.4%
0.01%
-16.7%
Q1 2017$43,000
+115.0%
498
+99.2%
0.01%
+50.0%
Q3 2016$20,000
+11.1%
2500.0%0.00%0.0%
Q2 2016$18,000
+5.9%
2500.0%0.00%
-20.0%
Q1 2016$17,000
-5.6%
2500.0%0.01%
-16.7%
Q4 2015$18,000
-97.6%
250
-97.7%
0.01%
-97.4%
Q3 2015$751,000
-9.2%
10,762
+6.1%
0.23%
-7.0%
Q2 2015$827,000
+71.9%
10,147
+68.1%
0.24%
+83.5%
Q1 2015$481,000
+28.6%
6,037
+20.2%
0.13%
+13.7%
Q4 2014$374,000
+121.3%
5,022
+123.4%
0.12%
+37.6%
Q4 2013$169,0002,2480.08%
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