Parkside Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Parkside Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$3,544,000
+5.3%
35,625
-6.7%
1.58%
-10.6%
Q3 2019$3,367,000
-4.2%
38,194
+1.3%
1.77%
-8.6%
Q2 2019$3,513,000
+2.9%
37,699
+2.4%
1.94%0.0%
Q1 2019$3,415,000
+14.2%
36,820
+1.5%
1.94%
+6.1%
Q4 2018$2,990,000
-21.3%
36,259
+1.6%
1.83%
-28.0%
Q3 2018$3,801,000
-0.8%
35,686
-1.7%
2.54%
-6.5%
Q2 2018$3,833,000
+7.5%
36,289
-2.2%
2.71%
+6.9%
Q1 2018$3,565,000
-1.2%
37,121
-1.6%
2.54%0.0%
Q4 2017$3,610,000
-5.3%
37,715
-6.5%
2.54%
-6.0%
Q3 2017$3,812,000
+3.0%
40,356
-3.0%
2.70%
+2.5%
Q2 2017$3,701,000
+3.4%
41,621
-0.4%
2.64%
+1.7%
Q1 2017$3,580,000
-4.7%
41,796
-4.5%
2.59%
-8.5%
Q4 2016$3,756,000
+2.8%
43,757
-6.5%
2.84%
+5.2%
Q3 2016$3,652,000
+7.3%
46,817
-2.8%
2.70%
+11.9%
Q2 2016$3,405,000
+0.7%
48,149
-3.3%
2.41%
+1.8%
Q1 2016$3,382,000
-0.1%
49,796
+2.6%
2.37%
-5.8%
Q4 2015$3,384,000
-0.1%
48,519
-0.1%
2.51%
+0.0%
Q3 2015$3,389,000
-14.3%
48,586
+0.1%
2.51%
-7.2%
Q2 2015$3,956,000
+3.0%
48,524
-0.1%
2.71%
+2.2%
Q1 2015$3,840,000
+4.3%
48,555
+1.5%
2.65%
-0.4%
Q4 2014$3,683,000
+10.2%
47,840
-0.4%
2.66%
+8.6%
Q3 2014$3,341,000
-7.5%
48,051
+1.3%
2.45%
-4.9%
Q2 2014$3,610,000
+5.0%
47,424
+6.6%
2.57%
-2.5%
Q1 2014$3,438,000
-1.9%
44,470
-4.7%
2.64%
-7.9%
Q4 2013$3,505,00046,6552.87%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders