ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,817 | -8.4% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,362 | +4.6% | 168 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,558 | -3.1% | 168 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,115 | +6.6% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -26.1% | 168 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | -11.5% | 168 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $26,000 | – | 168 | – | 0.00% | – |
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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% |