ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,261 | -10.9% | 2,610 | -2.7% | 0.00% | – |
| Q2 2023 | $293,143 | -26.0% | 2,682 | -29.3% | 0.00% | – |
| Q1 2023 | $396,302 | -14.1% | 3,792 | -11.4% | 0.00% | – |
| Q4 2022 | $461,620 | +48.9% | 4,281 | +42.8% | 0.00% | – |
| Q3 2022 | $310,000 | -4.9% | 2,998 | -4.3% | 0.00% | – |
| Q2 2022 | $326,000 | -39.3% | 3,134 | -24.8% | 0.00% | – |
| Q1 2022 | $537,000 | -78.0% | 4,170 | -76.1% | 0.00% | -100.0% |
| Q4 2021 | $2,437,000 | +10.4% | 17,442 | +14.1% | 0.00% | 0.0% |
| Q3 2021 | $2,207,000 | -11.7% | 15,289 | -6.6% | 0.00% | 0.0% |
| Q2 2021 | $2,499,000 | +121.3% | 16,377 | +113.1% | 0.00% | +100.0% |
| Q1 2021 | $1,129,000 | +430.0% | 7,685 | +328.6% | 0.00% | – |
| Q4 2020 | $213,000 | -94.5% | 1,793 | -95.4% | 0.00% | -100.0% |
| Q4 2019 | $3,898,000 | +13.6% | 39,184 | +0.7% | 0.01% | 0.0% |
| Q3 2019 | $3,431,000 | +1.8% | 38,922 | +7.6% | 0.01% | 0.0% |
| Q2 2019 | $3,371,000 | 0.0% | 36,169 | -0.5% | 0.01% | 0.0% |
| Q1 2019 | $3,371,000 | +8.5% | 36,341 | -3.5% | 0.01% | 0.0% |
| Q4 2018 | $3,106,000 | -13.7% | 37,666 | +11.3% | 0.01% | -16.7% |
| Q3 2018 | $3,598,000 | +28.3% | 33,850 | +27.5% | 0.01% | +20.0% |
| Q2 2018 | $2,804,000 | +26.6% | 26,547 | +15.2% | 0.01% | +25.0% |
| Q1 2018 | $2,214,000 | +21.9% | 23,054 | +21.5% | 0.00% | +33.3% |
| Q4 2017 | $1,816,000 | +8.6% | 18,971 | +7.2% | 0.00% | 0.0% |
| Q3 2017 | $1,672,000 | +9.9% | 17,698 | +3.4% | 0.00% | 0.0% |
| Q2 2017 | $1,522,000 | +5.1% | 17,111 | +1.2% | 0.00% | 0.0% |
| Q1 2017 | $1,448,000 | -7.1% | 16,901 | -6.9% | 0.00% | -25.0% |
| Q4 2016 | $1,558,000 | +2.6% | 18,145 | -6.8% | 0.00% | 0.0% |
| Q3 2016 | $1,518,000 | +6.8% | 19,460 | -3.2% | 0.00% | 0.0% |
| Q2 2016 | $1,422,000 | +28.3% | 20,111 | +23.3% | 0.00% | 0.0% |
| Q1 2016 | $1,108,000 | -5.7% | 16,311 | +0.1% | 0.00% | 0.0% |
| Q4 2015 | $1,175,000 | -35.2% | 16,299 | -37.3% | 0.00% | -42.9% |
| Q3 2015 | $1,813,000 | -13.3% | 25,988 | +1.3% | 0.01% | -12.5% |
| Q2 2015 | $2,091,000 | -1.0% | 25,647 | -4.0% | 0.01% | -11.1% |
| Q1 2015 | $2,113,000 | -78.9% | 26,718 | -79.5% | 0.01% | -81.6% |
| Q4 2014 | $10,033,000 | +100.3% | 130,330 | +80.8% | 0.05% | +69.0% |
| Q3 2014 | $5,010,000 | -27.2% | 72,068 | -20.3% | 0.03% | -31.0% |
| Q2 2014 | $6,881,000 | +1.3% | 90,395 | +2.8% | 0.04% | -10.6% |
| Q1 2014 | $6,796,000 | +743.2% | 87,920 | +719.4% | 0.05% | +683.3% |
| Q4 2013 | $806,000 | – | 10,730 | – | 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% |