ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98 | -8.4% | 977 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $107 | +4.9% | 977 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $102 | -2.9% | 977 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $105 | -99.9% | 977 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $101,000 | -30.8% | 977 | -29.5% | 0.01% | -30.0% |
| Q2 2022 | $146,000 | -18.9% | 1,385 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $180,000 | -7.2% | 1,385 | -0.1% | 0.01% | 0.0% |
| Q4 2021 | $194,000 | -3.0% | 1,387 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $200,000 | +34.2% | 1,387 | +42.0% | 0.01% | +30.0% |
| Q2 2021 | $149,000 | +3.5% | 977 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $144,000 | +453.8% | 977 | +225.7% | 0.01% | +150.0% |
| Q4 2016 | $26,000 | +13.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $23,000 | +9.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $21,000 | +5.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $20,000 | -9.1% | 300 | 0.0% | 0.00% | -20.0% |
| Q4 2015 | $22,000 | +4.8% | 300 | 0.0% | 0.01% | +25.0% |
| Q3 2015 | $21,000 | -12.5% | 300 | 0.0% | 0.00% | -20.0% |
| Q2 2015 | $24,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $24,000 | +4.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $23,000 | +9.5% | 300 | 0.0% | 0.01% | +25.0% |
| Q3 2014 | $21,000 | -56.2% | 300 | -52.0% | 0.00% | -55.6% |
| Q2 2014 | $48,000 | +92.0% | 625 | +92.3% | 0.01% | +80.0% |
| Q1 2014 | $25,000 | +66.7% | 325 | +62.5% | 0.01% | +66.7% |
| Q4 2013 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $14,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |