Northeast Financial Consultants Inc - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
Northeast Financial Consultants Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$200,200
-8.4%
2,0000.0%0.01%0.0%
Q2 2023$218,600
+4.6%
2,0000.0%0.01%0.0%
Q1 2023$209,020
-3.1%
2,0000.0%0.01%
-13.3%
Q4 2022$215,660
+4.2%
2,0000.0%0.02%0.0%
Q3 2022$207,000
-0.5%
2,0000.0%0.02%0.0%
Q2 2022$208,000
-19.4%
2,0000.0%0.02%0.0%
Q1 2022$258,000
-7.5%
2,0000.0%0.02%
-11.8%
Q4 2021$279,000
-3.5%
2,0000.0%0.02%
-10.5%
Q3 2021$289,000
-5.2%
2,0000.0%0.02%
-9.5%
Q2 2021$305,000
+3.7%
2,0000.0%0.02%
-4.5%
Q1 2021$294,000
+24.1%
2,0000.0%0.02%
+10.0%
Q4 2020$237,0002,0000.02%
Other shareholders
ISHARES TR shareholders Q1 2021
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