ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |