FERGUSON WELLMAN CAPITAL MANAGEMENT, INC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$605,464
-6.4%
2,5900.0%0.02%0.0%
Q2 2023$647,034
-6.1%
2,590
-14.4%
0.02%
-11.8%
Q1 2023$689,216
+106589.8%
3,0250.0%0.02%0.0%
Q4 2022$646
-99.9%
3,0250.0%0.02%
-26.1%
Q3 2022$595,000
-13.6%
3,025
-6.5%
0.02%
-11.5%
Q2 2022$689,000
-21.1%
3,2350.0%0.03%
-3.7%
Q1 2022$873,000
-3.5%
3,235
-1.2%
0.03%
+3.8%
Q4 2021$905,000
+13.7%
3,2750.0%0.03%0.0%
Q3 2021$796,000
-6.5%
3,2750.0%0.03%
-7.1%
Q2 2021$851,000
-3.0%
3,275
-3.8%
0.03%
-6.7%
Q1 2021$877,000
+7.6%
3,405
-7.8%
0.03%
+50.0%
Q4 2020$815,000
+4.9%
3,695
-5.4%
0.02%
-4.8%
Q3 2020$777,000
+13.3%
3,905
-7.4%
0.02%0.0%
Q2 2020$686,000
-0.6%
4,215
-15.6%
0.02%
-19.2%
Q1 2020$690,000
-52.7%
4,995
-33.0%
0.03%
-39.5%
Q4 2019$1,459,000
+5.0%
7,4600.0%0.04%
-2.3%
Q3 2019$1,389,000
-4.3%
7,460
-3.2%
0.04%
-8.3%
Q2 2019$1,451,000
-28.1%
7,710
-28.4%
0.05%
-30.4%
Q1 2019$2,017,000
-24.8%
10,770
-33.8%
0.07%
-33.0%
Q4 2018$2,683,000
-49.6%
16,260
-49.9%
0.10%
-51.9%
Q4 2014$5,323,00032,4450.21%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders