ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $210,269 | +4.1% | 1,950 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $202,000 | -35.3% | 1,950 | -35.0% | 0.02% | -34.8% |
| Q2 2022 | $312,000 | -19.4% | 3,000 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $387,000 | -3.7% | 3,000 | +4.2% | 0.02% | -4.0% |
| Q4 2021 | $402,000 | -17.6% | 2,880 | -14.8% | 0.02% | -21.9% |
| Q3 2021 | $488,000 | -5.4% | 3,380 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $516,000 | +40.6% | 3,380 | +35.2% | 0.03% | +22.2% |
| Q1 2021 | $367,000 | -36.7% | 2,500 | -48.9% | 0.03% | -41.3% |
| Q4 2020 | $580,000 | +31.2% | 4,890 | 0.0% | 0.05% | +15.0% |
| Q3 2020 | $442,000 | -40.4% | 4,890 | -42.4% | 0.04% | -40.3% |
| Q2 2020 | $741,000 | +30.2% | 8,490 | 0.0% | 0.07% | +15.5% |
| Q1 2020 | $569,000 | -28.8% | 8,490 | +5.7% | 0.06% | +45.0% |
| Q4 2019 | $799,000 | -2.3% | 8,030 | -13.5% | 0.04% | +14.3% |
| Q3 2019 | $818,000 | -5.1% | 9,280 | +0.3% | 0.04% | +2.9% |
| Q2 2019 | $862,000 | +0.5% | 9,250 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $858,000 | -27.0% | 9,250 | -35.1% | 0.03% | -33.3% |
| Q4 2018 | $1,175,000 | +141.3% | 14,250 | +210.8% | 0.05% | +240.0% |
| Q3 2018 | $487,000 | +0.6% | 4,585 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $484,000 | +40.7% | 4,585 | +27.9% | 0.02% | +25.0% |
| Q1 2018 | $344,000 | -0.3% | 3,585 | -0.4% | 0.01% | +9.1% |
| Q4 2017 | $345,000 | +65.9% | 3,600 | +63.6% | 0.01% | +83.3% |
| Q3 2017 | $208,000 | – | 2,200 | – | 0.01% | – |
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% |