ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $205,000 | -19.6% | 1,687 | -38.5% | 0.01% | -54.5% |
| Q1 2019 | $255,000 | +10.9% | 2,745 | -1.8% | 0.02% | 0.0% |
| Q4 2018 | $230,000 | -24.3% | 2,795 | -2.3% | 0.02% | -21.4% |
| Q3 2018 | $304,000 | +0.7% | 2,862 | 0.0% | 0.03% | -9.7% |
| Q2 2018 | $302,000 | -3.8% | 2,862 | -12.3% | 0.03% | -8.8% |
| Q1 2018 | $314,000 | -19.1% | 3,265 | -19.4% | 0.03% | -19.0% |
| Q4 2017 | $388,000 | -4.9% | 4,050 | -6.2% | 0.04% | -10.6% |
| Q3 2017 | $408,000 | +6.2% | 4,320 | 0.0% | 0.05% | -6.0% |
| Q2 2017 | $384,000 | +3.8% | 4,320 | 0.0% | 0.05% | -2.0% |
| Q1 2017 | $370,000 | -3.1% | 4,320 | -2.9% | 0.05% | -17.7% |
| Q4 2016 | $382,000 | -4.7% | 4,451 | -13.5% | 0.06% | -12.7% |
| Q3 2016 | $401,000 | -26.7% | 5,146 | -33.5% | 0.07% | -26.8% |
| Q2 2016 | $547,000 | -18.1% | 7,734 | -21.4% | 0.10% | -20.5% |
| Q1 2016 | $668,000 | -26.5% | 9,839 | -22.0% | 0.12% | -38.1% |
| Q4 2015 | $909,000 | +14.8% | 12,613 | +11.0% | 0.20% | -7.1% |
| Q3 2015 | $792,000 | +55.3% | 11,358 | +81.6% | 0.21% | +59.4% |
| Q2 2015 | $510,000 | -10.8% | 6,256 | -13.5% | 0.13% | -15.8% |
| Q1 2015 | $572,000 | +2.9% | 7,231 | +0.0% | 0.16% | +1.9% |
| Q4 2014 | $556,000 | +10.3% | 7,228 | -0.2% | 0.16% | +8.4% |
| Q3 2014 | $504,000 | -20.8% | 7,243 | -13.3% | 0.14% | -23.5% |
| Q2 2014 | $636,000 | -7.6% | 8,350 | -6.2% | 0.19% | -16.1% |
| Q1 2014 | $688,000 | +0.7% | 8,899 | -2.2% | 0.22% | +1.4% |
| Q4 2013 | $683,000 | +5.6% | 9,098 | -3.6% | 0.22% | +3.3% |
| Q3 2013 | $647,000 | +17.6% | 9,442 | +5.9% | 0.21% | +14.5% |
| Q2 2013 | $550,000 | – | 8,917 | – | 0.19% | – |
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% |