ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 158 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,015 | -9.5% | 8,904 | -3.7% | 0.00% | 0.0% |
| Q1 2024 | $1,121 | +4.5% | 9,246 | 0.0% | 0.00% | -33.3% |
| Q4 2023 | $1,073 | +15.9% | 9,246 | 0.0% | 0.01% | +20.0% |
| Q3 2023 | $926 | -11.6% | 9,246 | -3.6% | 0.01% | 0.0% |
| Q2 2023 | $1,048 | +4.6% | 9,588 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,002 | -6.4% | 9,588 | -3.4% | 0.01% | 0.0% |
| Q4 2022 | $1,071 | -99.9% | 9,930 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $1,027,000 | -3.8% | 9,930 | -3.3% | 0.01% | 0.0% |
| Q2 2022 | $1,068,000 | -16.6% | 10,272 | +3.4% | 0.01% | 0.0% |
| Q1 2022 | $1,280,000 | -4.5% | 9,930 | +3.6% | 0.01% | 0.0% |
| Q4 2021 | $1,340,000 | -6.5% | 9,588 | -3.4% | 0.01% | 0.0% |
| Q3 2021 | $1,433,000 | -14.3% | 9,930 | -9.4% | 0.01% | -16.7% |
| Q2 2021 | $1,672,000 | +0.7% | 10,956 | -3.0% | 0.01% | -14.3% |
| Q1 2021 | $1,660,000 | -0.7% | 11,298 | -19.8% | 0.01% | 0.0% |
| Q4 2020 | $1,671,000 | +23.2% | 14,080 | -6.1% | 0.01% | 0.0% |
| Q3 2020 | $1,356,000 | – | 14,988 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |