ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 193 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $208,395 | +2.2% | 1,720 | -12.9% | 0.00% | 0.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
| MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
| Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
| One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
| Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
| Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
| Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
| WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
| TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |