Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$118,000
-7.8%
915
+0.1%
0.02%
-8.3%
Q4 2021$128,000
-2.3%
914
+0.6%
0.02%
-14.3%
Q3 2021$131,000
-5.8%
9090.0%0.03%
-3.4%
Q2 2021$139,000
+4.5%
909
+0.2%
0.03%
+3.6%
Q1 2021$133,000
-38.4%
907
-50.0%
0.03%
+12.0%
Q4 2020$216,000
+163.4%
1,814
+100.7%
0.02%
+8.7%
Q3 2020$82,000
+3.8%
904
+0.3%
0.02%
-8.0%
Q2 2020$79,000
+31.7%
901
+0.7%
0.02%
+8.7%
Q1 2020$60,000
-32.6%
8950.0%0.02%
-32.4%
Q4 2019$89,000
+14.1%
895
+0.7%
0.03%
+9.7%
Q3 2019$78,000
-6.0%
8890.0%0.03%
-8.8%
Q2 2019$83,000
+1.2%
889
+0.3%
0.03%
-5.6%
Q1 2019$82,000
-16.3%
886
-25.4%
0.04%
-32.1%
Q4 2018$98,000
-22.2%
1,188
+0.3%
0.05%
-8.6%
Q3 2018$126,000
+0.8%
1,184
+0.2%
0.06%
-6.5%
Q2 2018$125,000
+9.6%
1,1820.0%0.06%
-11.4%
Q1 2018$114,000
+0.9%
1,182
+0.2%
0.07%
+1.4%
Q4 2017$113,000
+1.8%
1,180
+0.4%
0.07%
-4.2%
Q3 2017$111,000
+6.7%
1,175
+0.2%
0.07%
+4.3%
Q2 2017$104,000
+4.0%
1,1730.0%0.07%0.0%
Q1 2017$100,0000.0%1,173
+0.2%
0.07%
-2.8%
Q4 2016$100,000
+9.9%
1,171
+0.5%
0.07%
-6.6%
Q3 2016$91,000
-20.9%
1,165
-28.5%
0.08%
-22.4%
Q2 2016$115,000
+3.6%
1,6300.0%0.10%
-3.0%
Q1 2016$111,000
-76.9%
1,630
-75.6%
0.10%
-76.8%
Q4 2015$481,000
+132.4%
6,673
+124.4%
0.44%
+133.9%
Q3 2015$207,000
-36.7%
2,974
-26.0%
0.19%
-29.5%
Q2 2015$327,000
-7.9%
4,017
-10.5%
0.26%
-7.4%
Q1 2015$355,000
-38.6%
4,489
-40.3%
0.28%
-32.0%
Q4 2014$578,0007,5130.42%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders