Fusion Family Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 181 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$103,000
+24.1%
7030.0%0.02%
+6.7%
Q4 2020$83,000
-29.1%
703
-45.6%
0.02%
-37.5%
Q3 2020$117,000
+2.6%
1,293
-0.8%
0.02%
-11.1%
Q2 2020$114,000
-55.3%
1,303
-65.7%
0.03%
-60.3%
Q1 2020$255,000
-57.6%
3,798
-37.1%
0.07%
-50.7%
Q4 2019$601,000
+0.7%
6,040
-10.8%
0.14%
-12.7%
Q3 2019$597,000
-19.1%
6,774
-14.5%
0.16%
-14.1%
Q2 2019$738,000
-13.0%
7,919
-13.4%
0.18%
-21.4%
Q1 2019$848,000
+0.4%
9,143
-10.8%
0.23%
-5.6%
Q4 2018$845,000
-29.3%
10,251
-8.9%
0.25%
-22.7%
Q3 2018$1,196,000
-22.5%
11,254
-23.0%
0.32%
-26.0%
Q2 2018$1,544,000
+6.6%
14,617
-3.0%
0.43%
-10.9%
Q1 2018$1,448,000
-10.1%
15,074
-10.4%
0.49%
+21.1%
Q4 2017$1,610,000
-12.2%
16,817
-13.4%
0.40%
-35.2%
Q3 2017$1,833,000
-1.5%
19,410
-7.2%
0.62%
-2.7%
Q2 2017$1,860,000
-2.5%
20,914
-6.1%
0.64%
-10.9%
Q1 2017$1,908,000
-12.8%
22,281
-13.3%
0.72%
-44.4%
Q4 2016$2,188,00025,7051.29%
Other shareholders
ISHARES TR shareholders Q1 2019
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