INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,910
-8.4%
990.0%0.00%0.0%
Q2 2023$10,821
+4.6%
990.0%0.00%0.0%
Q1 2023$10,346
-3.1%
990.0%0.00%0.0%
Q4 2022$10,675
+6.8%
990.0%0.00%0.0%
Q3 2022$10,0000.0%990.0%0.00%0.0%
Q2 2022$10,000
-23.1%
990.0%0.00%0.0%
Q1 2022$13,000
-7.1%
990.0%0.00%0.0%
Q4 2021$14,000
-36.4%
99
-36.1%
0.00%
-50.0%
Q3 2021$22,000
+46.7%
155
+56.6%
0.00%
+100.0%
Q2 2021$15,0000.0%990.0%0.00%
-33.3%
Q1 2021$15,000
-50.0%
99
-60.4%
0.00%
-50.0%
Q4 2020$30,000
+30.4%
2500.0%0.01%
+20.0%
Q3 2020$23,000
+4.5%
2500.0%0.01%0.0%
Q2 2020$22,000
+29.4%
2500.0%0.01%
+25.0%
Q1 2020$17,000
-55.3%
250
-34.6%
0.00%
-50.0%
Q4 2019$38,000
+72.7%
382
+52.8%
0.01%
+60.0%
Q3 2019$22,000
-4.3%
2500.0%0.01%0.0%
Q2 2019$23,0000.0%2500.0%0.01%0.0%
Q1 2019$23,000
+9.5%
2500.0%0.01%0.0%
Q4 2018$21,000
-22.2%
2500.0%0.01%0.0%
Q3 2018$27,000
+3.8%
2500.0%0.01%0.0%
Q2 2018$26,000
+8.3%
2500.0%0.01%0.0%
Q1 2018$24,0002500.01%
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