ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $204,000 | -3.3% | 1,974 | -2.7% | 0.00% | 0.0% |
| Q2 2022 | $211,000 | -19.2% | 2,029 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $261,000 | -8.7% | 2,029 | -0.8% | 0.01% | -16.7% |
| Q4 2021 | $286,000 | -12.5% | 2,046 | -9.8% | 0.01% | -25.0% |
| Q3 2021 | $327,000 | -5.5% | 2,269 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $346,000 | +1.5% | 2,269 | -2.3% | 0.01% | -12.5% |
| Q1 2021 | $341,000 | +16.8% | 2,322 | -5.6% | 0.01% | -20.0% |
| Q4 2020 | $292,000 | +5.8% | 2,459 | -19.5% | 0.01% | -9.1% |
| Q3 2020 | $276,000 | +2.2% | 3,053 | -1.3% | 0.01% | +10.0% |
| Q2 2020 | $270,000 | +7.6% | 3,092 | -17.3% | 0.01% | -9.1% |
| Q1 2020 | $251,000 | -36.1% | 3,738 | -5.3% | 0.01% | 0.0% |
| Q4 2019 | $393,000 | +5.9% | 3,948 | -6.1% | 0.01% | 0.0% |
| Q3 2019 | $371,000 | -15.7% | 4,205 | -11.0% | 0.01% | -8.3% |
| Q2 2019 | $440,000 | -3.5% | 4,725 | -3.8% | 0.01% | -7.7% |
| Q1 2019 | $456,000 | – | 4,912 | – | 0.01% | – |
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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% |