JOHNSON INVESTMENT COUNSEL INC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
JOHNSON INVESTMENT COUNSEL INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,073,170
-21.9%
30,701
-14.8%
0.04%
-18.4%
Q2 2023$3,936,986
-0.5%
36,020
-4.9%
0.05%
-7.5%
Q1 2023$3,958,003
-7.2%
37,872
-4.3%
0.05%
-8.6%
Q4 2022$4,266,186
+2.3%
39,564
-2.0%
0.06%
-6.5%
Q3 2022$4,172,000
-1.8%
40,352
-1.2%
0.06%
+3.3%
Q2 2022$4,247,000
-20.4%
40,852
-1.4%
0.06%
-9.1%
Q1 2022$5,338,000
-7.8%
41,428
-0.0%
0.07%
-7.0%
Q4 2021$5,789,000
-6.0%
41,429
-2.9%
0.07%
-13.4%
Q3 2021$6,157,000
-4.3%
42,660
+1.2%
0.08%
-7.9%
Q2 2021$6,431,000
+3.4%
42,141
-0.5%
0.09%
-5.3%
Q1 2021$6,222,000
+26.5%
42,341
+2.2%
0.09%
+14.6%
Q4 2020$4,918,000
+31.6%
41,447
+0.4%
0.08%
+18.8%
Q3 2020$3,736,000
-1.2%
41,300
-4.7%
0.07%
-9.2%
Q2 2020$3,782,000
+32.2%
43,336
+1.5%
0.08%
+20.6%
Q1 2020$2,861,000
-43.1%
42,678
-15.6%
0.06%
-33.7%
Q4 2019$5,030,000
+23.6%
50,559
+9.6%
0.10%
+17.3%
Q3 2019$4,068,000
+23.8%
46,147
+30.8%
0.08%
+19.1%
Q2 2019$3,286,000
-0.6%
35,268
-1.1%
0.07%
-4.2%
Q1 2019$3,307,000
+13.9%
35,657
+1.2%
0.07%0.0%
Q4 2018$2,903,000
-23.3%
35,218
-1.1%
0.07%
-15.5%
Q3 2018$3,786,000
+3.7%
35,616
+3.0%
0.08%
-5.6%
Q2 2018$3,650,000
+3.8%
34,562
-5.6%
0.09%
-1.1%
Q1 2018$3,517,000
+0.0%
36,621
-0.3%
0.09%
+2.3%
Q4 2017$3,516,000
+5.8%
36,741
+4.4%
0.09%0.0%
Q3 2017$3,323,000
-0.4%
35,187
-6.3%
0.09%
-5.4%
Q2 2017$3,337,000
+4.4%
37,533
+0.6%
0.09%
+1.1%
Q1 2017$3,195,000
+5.2%
37,308
+5.4%
0.09%
-1.1%
Q4 2016$3,037,000
+6.4%
35,388
-3.3%
0.09%
+2.2%
Q3 2016$2,855,000
+6.1%
36,603
-3.8%
0.09%
+2.2%
Q2 2016$2,691,000
-0.7%
38,063
-4.6%
0.09%
-6.3%
Q1 2016$2,710,000
+12.0%
39,913
+18.9%
0.10%
+11.8%
Q4 2015$2,419,000
+28.5%
33,558
+24.3%
0.08%
+23.2%
Q3 2015$1,882,000
-9.0%
26,993
+6.4%
0.07%0.0%
Q2 2015$2,068,000
+12.6%
25,373
+9.2%
0.07%
+11.3%
Q1 2015$1,837,000
+0.2%
23,233
-2.5%
0.06%
+3.3%
Q4 2014$1,833,000
+44.6%
23,823
+30.6%
0.06%
+42.9%
Q3 2014$1,268,000
-5.9%
18,243
+3.1%
0.04%
-12.5%
Q2 2014$1,347,000
+25.0%
17,703
+26.9%
0.05%
+20.0%
Q1 2014$1,078,000
+23.8%
13,951
+20.2%
0.04%
+25.0%
Q4 2013$871,000
+15.7%
11,608
+5.5%
0.03%
+6.7%
Q3 2013$753,000
+104.1%
10,998
+83.6%
0.03%
+100.0%
Q2 2013$369,0005,9900.02%
Other shareholders
ISHARES TR shareholders Q2 2022
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