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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,784,000 | +27.6% | 77,775 | +39.3% | 0.00% | 0.0% |
| Q2 2023 | $6,102,000 | +31.4% | 55,824 | +25.6% | 0.00% | +100.0% |
| Q1 2023 | $4,643,000 | -49.4% | 44,432 | -47.8% | 0.00% | -66.7% |
| Q4 2022 | $9,181,000 | +77.4% | 85,145 | +70.1% | 0.00% | +50.0% |
| Q3 2022 | $5,175,000 | -33.4% | 50,059 | -33.0% | 0.00% | 0.0% |
| Q2 2022 | $7,772,000 | -22.6% | 74,765 | -4.1% | 0.00% | -33.3% |
| Q1 2022 | $10,041,000 | +0.4% | 77,922 | +8.9% | 0.00% | +50.0% |
| Q4 2021 | $10,002,000 | +7.6% | 71,586 | +11.1% | 0.00% | 0.0% |
| Q3 2021 | $9,298,000 | +53.4% | 64,423 | +62.2% | 0.00% | 0.0% |
| Q2 2021 | $6,062,000 | +0.3% | 39,725 | -3.4% | 0.00% | 0.0% |
| Q1 2021 | $6,041,000 | +32.6% | 41,111 | +7.1% | 0.00% | +100.0% |
| Q4 2020 | $4,555,000 | -18.5% | 38,383 | -37.9% | 0.00% | -50.0% |
| Q3 2020 | $5,592,000 | -19.9% | 61,804 | -22.7% | 0.00% | -33.3% |
| Q2 2020 | $6,977,000 | +8.5% | 79,952 | -16.7% | 0.00% | 0.0% |
| Q1 2020 | $6,431,000 | -36.7% | 95,954 | -6.1% | 0.00% | -25.0% |
| Q4 2019 | $10,162,000 | -4.8% | 102,141 | -15.6% | 0.00% | 0.0% |
| Q3 2019 | $10,674,000 | +23.1% | 121,088 | +30.2% | 0.00% | +33.3% |
| Q2 2019 | $8,669,000 | +52.4% | 93,032 | +51.7% | 0.00% | +50.0% |
| Q1 2019 | $5,689,000 | +20.2% | 61,329 | +6.8% | 0.00% | 0.0% |
| Q4 2018 | $4,733,000 | -2.9% | 57,415 | +25.2% | 0.00% | 0.0% |
| Q3 2018 | $4,876,000 | +2.9% | 45,870 | +2.2% | 0.00% | 0.0% |
| Q2 2018 | $4,740,000 | -15.7% | 44,876 | -23.4% | 0.00% | -33.3% |
| Q1 2018 | $5,626,000 | +60.3% | 58,563 | +59.8% | 0.00% | +50.0% |
| Q4 2017 | $3,509,000 | +9.1% | 36,655 | +7.7% | 0.00% | 0.0% |
| Q3 2017 | $3,215,000 | +6.4% | 34,041 | +0.2% | 0.00% | 0.0% |
| Q2 2017 | $3,022,000 | +3.2% | 33,981 | -0.6% | 0.00% | 0.0% |
| Q1 2017 | $2,929,000 | -52.0% | 34,203 | -51.9% | 0.00% | -33.3% |
| Q4 2016 | $6,106,000 | -59.0% | 71,130 | -62.8% | 0.00% | -62.5% |
| Q3 2016 | $14,901,000 | +87.3% | 191,018 | +69.8% | 0.01% | +60.0% |
| Q2 2016 | $7,955,000 | -45.6% | 112,482 | -47.7% | 0.01% | -44.4% |
| Q1 2016 | $14,621,000 | +136.0% | 215,264 | +150.5% | 0.01% | +125.0% |
| Q4 2015 | $6,195,000 | -20.7% | 85,932 | -23.3% | 0.00% | -33.3% |
| Q3 2015 | $7,816,000 | -8.8% | 112,050 | +6.6% | 0.01% | 0.0% |
| Q2 2015 | $8,573,000 | -9.4% | 105,151 | -12.1% | 0.01% | -14.3% |
| Q1 2015 | $9,464,000 | -12.1% | 119,671 | -14.4% | 0.01% | 0.0% |
| Q4 2014 | $10,763,000 | +328.6% | 139,806 | +287.1% | 0.01% | +250.0% |
| Q3 2014 | $2,511,000 | -48.7% | 36,112 | -43.8% | 0.00% | -33.3% |
| Q2 2014 | $4,895,000 | +38.8% | 64,311 | +41.0% | 0.00% | 0.0% |
| Q1 2014 | $3,526,000 | +36.3% | 45,607 | +32.5% | 0.00% | +50.0% |
| Q4 2013 | $2,586,000 | +22.5% | 34,419 | +11.6% | 0.00% | 0.0% |
| Q3 2013 | $2,111,000 | +58.2% | 30,832 | +42.7% | 0.00% | +100.0% |
| Q2 2013 | $1,334,000 | – | 21,606 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |