INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - 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
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 Q1 2021
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders