ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 188 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,362 | +1.3% | 33,589 | +10.6% | 0.05% | -1.9% |
| Q2 2023 | $3,320 | +32.7% | 30,372 | +26.9% | 0.05% | +23.3% |
| Q1 2023 | $2,502 | -99.9% | 23,936 | +10.6% | 0.04% | +4.9% |
| Q4 2022 | $2,333,000 | -99.9% | 21,639 | +26.7% | 0.04% | +17.1% |
| Q3 2022 | $1,765,000,000 | +123499.4% | 17,073 | +24.3% | 0.04% | +25.0% |
| Q2 2022 | $1,428,000 | -17.5% | 13,737 | +2.3% | 0.03% | -6.7% |
| Q1 2022 | $1,731,000 | -99.9% | 13,430 | +13.7% | 0.03% | +3.4% |
| Q4 2021 | $1,651,000,000 | +153911.2% | 11,814 | +59.0% | 0.03% | +31.8% |
| Q3 2021 | $1,072,000 | +13.7% | 7,431 | +20.2% | 0.02% | +10.0% |
| Q2 2021 | $943,000 | +16.3% | 6,182 | +12.0% | 0.02% | 0.0% |
| Q1 2021 | $811,000 | +86.4% | 5,518 | +50.5% | 0.02% | +66.7% |
| Q4 2020 | $435,000 | +32.6% | 3,666 | +1.1% | 0.01% | +9.1% |
| Q3 2020 | $328,000 | +18.4% | 3,625 | +14.1% | 0.01% | +10.0% |
| Q2 2020 | $277,000 | – | 3,176 | – | 0.01% | – |
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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% |