ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,059 | -8.4% | 580 | 0.0% | 0.00% | – |
| Q2 2023 | $63,394 | -25.9% | 580 | -29.2% | 0.00% | – |
| Q1 2023 | $85,594 | +10.7% | 819 | +14.2% | 0.00% | – |
| Q4 2022 | $77,315 | +7.4% | 717 | +3.0% | 0.00% | – |
| Q3 2022 | $72,000 | -69.6% | 696 | -69.5% | 0.00% | – |
| Q2 2022 | $237,000 | -15.7% | 2,285 | +4.6% | 0.00% | – |
| Q1 2022 | $281,000 | -30.1% | 2,185 | -24.1% | 0.00% | -100.0% |
| Q4 2021 | $402,000 | +4.4% | 2,879 | +8.0% | 0.00% | 0.0% |
| Q3 2021 | $385,000 | -5.4% | 2,665 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $407,000 | +20250.0% | 2,665 | +17666.7% | 0.00% | – |
| Q1 2021 | $2,000 | -90.0% | 15 | -90.9% | 0.00% | – |
| Q4 2020 | $20,000 | +300.0% | 165 | +236.7% | 0.00% | – |
| Q4 2019 | $5,000 | +150.0% | 49 | +122.7% | 0.00% | – |
| Q3 2019 | $2,000 | – | 22 | +450.0% | 0.00% | – |
| Q4 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 4 | -99.2% | 0.00% | – |
| Q1 2018 | $46,000 | +35.3% | 475 | 0.0% | 0.00% | -100.0% |
| Q4 2015 | $34,000 | +466.7% | 475 | +493.8% | 0.00% | – |
| Q3 2015 | $6,000 | +500.0% | 80 | +344.4% | 0.00% | – |
| Q2 2015 | $1,000 | -50.0% | 18 | -33.3% | 0.00% | – |
| Q4 2014 | $2,000 | – | 27 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |