Moisand Fitzgerald Tamayo, 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
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,045,044
-8.6%
10,440
-0.2%
0.22%
-5.6%
Q2 2023$1,143,060
+3.3%
10,458
-1.2%
0.23%
-0.8%
Q1 2023$1,106,657
-15.8%
10,589
-13.1%
0.24%
-21.3%
Q4 2022$1,314,663
+2.9%
12,192
-1.3%
0.30%
-14.3%
Q3 2022$1,278,000
-0.9%
12,357
-0.3%
0.35%
+0.9%
Q2 2022$1,289,000
+40.1%
12,400
+73.7%
0.35%
-17.2%
Q1 2022$920,000
-47.0%
7,140
-42.5%
0.42%
-14.3%
Q4 2021$1,735,000
-3.2%
12,4190.0%0.49%
-18.9%
Q3 2021$1,792,000
-8.7%
12,419
-3.4%
0.60%
-15.3%
Q2 2021$1,962,000
-1.4%
12,860
-5.0%
0.71%
-17.2%
Q1 2021$1,990,000
+22.9%
13,540
-0.8%
0.86%
+17.8%
Q4 2020$1,619,000
+30.2%
13,648
-0.6%
0.73%
+13.5%
Q3 2020$1,243,000
+2.1%
13,735
-1.6%
0.64%
-4.2%
Q2 2020$1,218,000
+29.2%
13,953
-0.8%
0.67%
+9.1%
Q1 2020$943,000
-35.7%
14,066
-4.6%
0.62%
-18.8%
Q4 2019$1,467,000
+11.4%
14,745
-1.3%
0.76%
+6.2%
Q3 2019$1,317,000
-6.5%
14,938
-1.2%
0.71%
-7.0%
Q2 2019$1,409,000
+0.5%
15,1190.0%0.77%
-1.5%
Q1 2019$1,402,000
+11.6%
15,119
-0.8%
0.78%
-0.9%
Q4 2018$1,256,000
-24.7%
15,238
-2.8%
0.79%
-15.3%
Q3 2018$1,667,000
-0.2%
15,679
-0.9%
0.93%
-4.5%
Q2 2018$1,671,000
+8.8%
15,822
-1.0%
0.97%
+6.6%
Q1 2018$1,536,000
-0.9%
15,989
-1.3%
0.91%
+1.6%
Q4 2017$1,550,000
-2.6%
16,199
-3.8%
0.90%
-7.3%
Q3 2017$1,591,000
+4.5%
16,844
-1.5%
0.97%
-6.5%
Q2 2017$1,522,000
+2.4%
17,109
-1.4%
1.04%
-1.1%
Q1 2017$1,486,000
-4.1%
17,353
-3.9%
1.05%
-8.9%
Q4 2016$1,549,000
+4.6%
18,049
-4.9%
1.15%
+2.1%
Q3 2016$1,481,000
+5.0%
18,987
-4.8%
1.12%
-2.3%
Q2 2016$1,411,000
-49.3%
19,954
-51.3%
1.15%0.0%
Q1 2016$2,784,000
+68.2%
40,986
+78.6%
1.15%
-18.9%
Q4 2015$1,655,00022,9501.42%
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