ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 193 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 23.53 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 ↓ |
|---|---|---|---|
| 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% |