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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $291 | -99.9% | 2,700 | +3.8% | 0.00% | – |
| Q3 2022 | $269,000 | -16.5% | 2,600 | -16.1% | 0.00% | – |
| Q2 2022 | $322,000 | -55.4% | 3,100 | -44.6% | 0.00% | -100.0% |
| Q1 2022 | $722,000 | -51.6% | 5,600 | -45.8% | 0.00% | -50.0% |
| Q3 2021 | $1,491,000 | -41.8% | 10,334 | -38.5% | 0.00% | -33.3% |
| Q2 2021 | $2,564,000 | +112.8% | 16,800 | +104.9% | 0.00% | +200.0% |
| Q1 2021 | $1,205,000 | +102.9% | 8,200 | +13.9% | 0.00% | 0.0% |
| Q4 2018 | $594,000 | +178.9% | 7,200 | +260.0% | 0.00% | – |
| Q3 2018 | $213,000 | -57.1% | 2,000 | -57.4% | 0.00% | – |
| Q2 2018 | $496,000 | – | 4,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |