ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $601,201 | -8.4% | 6,006 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $656,456 | +4.6% | 6,006 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $627,687 | -3.1% | 6,006 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $647,627 | +4.3% | 6,006 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $621,000 | -0.6% | 6,006 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $625,000 | -19.4% | 6,011 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $775,000 | -7.7% | 6,011 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $840,000 | -3.2% | 6,011 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $868,000 | -6.9% | 6,011 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $932,000 | -48.8% | 6,106 | -50.8% | 0.00% | 0.0% |
| Q1 2021 | $1,822,000 | +147.6% | 12,402 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $736,000 | +31.2% | 6,201 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $561,000 | +81.6% | 6,201 | +75.3% | 0.00% | +50.0% |
| Q2 2020 | $309,000 | +41.1% | 3,538 | +8.3% | 0.00% | +100.0% |
| Q1 2020 | $219,000 | -38.7% | 3,266 | -9.0% | 0.00% | -50.0% |
| Q4 2019 | $357,000 | -47.7% | 3,589 | -53.7% | 0.00% | -50.0% |
| Q3 2019 | $683,000 | -5.4% | 7,745 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $722,000 | – | 7,745 | – | 0.00% | – |
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% |