Private Ocean, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 94 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,573
-3.1%
1700.0%0.00%0.0%
Q2 2023$18,129
+9.6%
1700.0%0.00%0.0%
Q1 2023$16,543
+8.2%
1700.0%0.00%0.0%
Q4 2022$15,295
+9.2%
1700.0%0.00%0.0%
Q3 2022$14,000
-6.7%
1700.0%0.00%0.0%
Q2 2022$15,000
-16.7%
1700.0%0.00%0.0%
Q1 2022$18,000
-5.3%
1700.0%0.00%0.0%
Q4 2021$19,000
+5.6%
1700.0%0.00%0.0%
Q3 2021$18,000
+5.9%
1700.0%0.00%0.0%
Q2 2021$17,000
+6.2%
1700.0%0.00%
-33.3%
Q1 2021$16,000
+6.7%
1700.0%0.00%0.0%
Q4 2020$15,000
+7.1%
1700.0%0.00%0.0%
Q3 2020$14,000
+16.7%
1700.0%0.00%0.0%
Q2 2020$12,000
+20.0%
1700.0%0.00%0.0%
Q1 2020$10,000
-44.4%
170
-26.1%
0.00%
-25.0%
Q4 2019$18,000
+12.5%
2300.0%0.00%0.0%
Q3 2019$16,000
+6.7%
2300.0%0.00%0.0%
Q2 2019$15,000–230–0.00%–
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Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 201,060$16,325,00010.68%
C-J Advisory, Inc. 128,637$10,445,0007.60%
FIRST CITIZENS BANK & TRUST CO 910,048$73,896,0005.21%
DOHJ, LLC 82,459$6,975,0004.37%
Grant Street Asset Management, Inc. 35,017$2,843,0001.70%
BOKF, NA 760,580$61,759,0001.36%
Systelligence, LLC 54,418$4,419,0001.34%
Compton Wealth Advisory Group, LLC 20,524$1,667,0001.25%
CREATIVE FINANCIAL DESIGNS INC /ADV 58,678$4,765,0001.18%
Patriot Financial Group Insurance Agency, LLC 22,701$1,843,0000.60%
View complete list of ISHARES TR shareholders