ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,276,000 | -76.5% | 22,012 | -76.3% | 0.07% | -78.7% |
| Q2 2022 | $9,671,000 | -20.4% | 93,026 | -1.4% | 0.32% | -7.3% |
| Q1 2022 | $12,153,000 | -11.6% | 94,314 | -4.2% | 0.34% | -10.4% |
| Q4 2021 | $13,750,000 | -3.5% | 98,405 | -0.3% | 0.38% | -10.9% |
| Q3 2021 | $14,244,000 | -6.2% | 98,697 | -0.8% | 0.43% | -7.7% |
| Q2 2021 | $15,187,000 | +3.4% | 99,521 | -0.4% | 0.47% | -5.8% |
| Q1 2021 | $14,691,000 | +9.8% | 99,970 | -11.3% | 0.50% | -6.6% |
| Q4 2020 | $13,379,000 | +28.1% | 112,762 | -2.3% | 0.53% | +13.2% |
| Q3 2020 | $10,442,000 | +1.2% | 115,420 | -2.4% | 0.47% | -18.4% |
| Q2 2020 | $10,322,000 | +26.7% | 118,280 | -2.7% | 0.58% | -9.4% |
| Q1 2020 | $8,150,000 | -34.1% | 121,594 | -2.2% | 0.64% | -15.4% |
| Q4 2019 | $12,363,000 | +11.5% | 124,266 | -1.2% | 0.75% | +2.7% |
| Q3 2019 | $11,088,000 | -6.7% | 125,784 | -1.4% | 0.73% | -8.7% |
| Q2 2019 | $11,886,000 | +0.2% | 127,542 | -0.3% | 0.80% | -3.0% |
| Q1 2019 | $11,862,000 | +10.7% | 127,878 | -1.6% | 0.83% | -9.1% |
| Q4 2018 | $10,720,000 | -23.5% | 130,019 | -1.4% | 0.91% | -15.4% |
| Q3 2018 | $14,022,000 | +8.2% | 131,904 | -2.2% | 1.08% | -0.6% |
| Q1 2018 | $12,956,000 | -0.8% | 134,891 | -1.2% | 1.08% | +1.1% |
| Q4 2017 | $13,063,000 | -0.4% | 136,484 | -1.7% | 1.07% | -5.8% |
| Q3 2017 | $13,119,000 | +4.5% | 138,896 | -1.6% | 1.14% | -0.5% |
| Q2 2017 | $12,558,000 | +2.2% | 141,212 | -1.6% | 1.14% | +0.1% |
| Q1 2017 | $12,291,000 | -2.3% | 143,502 | -2.1% | 1.14% | -7.0% |
| Q4 2016 | $12,576,000 | +6.9% | 146,506 | -2.9% | 1.23% | +0.9% |
| Q3 2016 | $11,766,000 | +9.6% | 150,827 | -0.6% | 1.22% | +17.4% |
| Q2 2016 | $10,735,000 | -0.3% | 151,803 | -4.3% | 1.04% | -12.6% |
| Q1 2016 | $10,771,000 | -6.5% | 158,583 | -0.8% | 1.19% | -3.7% |
| Q4 2015 | $11,521,000 | +0.8% | 159,788 | -2.4% | 1.23% | +12.0% |
| Q3 2015 | $11,425,000 | -15.6% | 163,798 | -1.4% | 1.10% | -8.9% |
| Q2 2015 | $13,544,000 | +2.5% | 166,119 | -0.6% | 1.21% | +4.1% |
| Q1 2015 | $13,216,000 | -99.9% | 167,121 | -0.9% | 1.16% | +5.6% |
| Q4 2014 | $12,982,081,000 | +109787.3% | 168,642 | -0.8% | 1.10% | -0.6% |
| Q3 2014 | $11,814,000 | -10.6% | 169,933 | -2.2% | 1.10% | -10.2% |
| Q2 2014 | $13,221,000 | -3.4% | 173,692 | -1.9% | 1.23% | -7.7% |
| Q1 2014 | $13,684,000 | +0.3% | 177,030 | -2.6% | 1.33% | +1.1% |
| Q4 2013 | $13,649,000 | +6.7% | 181,701 | -2.7% | 1.32% | -5.4% |
| Q3 2013 | $12,792,000 | +8.2% | 186,777 | -2.5% | 1.40% | -0.6% |
| Q2 2013 | $11,828,000 | – | 191,612 | – | 1.40% | – |
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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% |