ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,905 | -20.2% | 4,055 | -12.9% | 0.00% | -25.0% |
| Q2 2023 | $508,791 | -4.6% | 4,655 | -8.8% | 0.00% | 0.0% |
| Q1 2023 | $533,524 | -5.8% | 5,105 | -2.9% | 0.00% | 0.0% |
| Q4 2022 | $566,647 | +4.4% | 5,255 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $543,000 | -0.5% | 5,255 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $546,000 | -25.3% | 5,255 | -7.4% | 0.00% | -20.0% |
| Q1 2022 | $731,000 | -11.7% | 5,675 | -4.2% | 0.01% | 0.0% |
| Q4 2021 | $828,000 | -3.2% | 5,925 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $855,000 | -19.6% | 5,925 | -15.0% | 0.01% | -14.3% |
| Q2 2021 | $1,064,000 | +3.5% | 6,970 | -0.4% | 0.01% | 0.0% |
| Q1 2021 | $1,028,000 | +23.4% | 6,995 | -0.4% | 0.01% | +16.7% |
| Q4 2020 | $833,000 | +29.8% | 7,020 | -1.1% | 0.01% | 0.0% |
| Q3 2020 | $642,000 | -12.9% | 7,095 | -16.0% | 0.01% | -14.3% |
| Q2 2020 | $737,000 | -39.6% | 8,445 | -53.6% | 0.01% | -46.2% |
| Q1 2020 | $1,221,000 | -40.9% | 18,220 | -12.2% | 0.01% | -18.8% |
| Q4 2019 | $2,065,000 | +10.8% | 20,755 | -1.8% | 0.02% | +6.7% |
| Q3 2019 | $1,863,000 | -36.4% | 21,130 | -32.8% | 0.02% | -44.4% |
| Q2 2019 | $2,931,000 | +0.3% | 31,455 | -0.2% | 0.03% | -6.9% |
| Q1 2019 | $2,922,000 | -30.4% | 31,505 | -38.1% | 0.03% | -37.0% |
| Q4 2018 | $4,197,000 | -29.4% | 50,900 | -9.0% | 0.05% | -14.8% |
| Q3 2018 | $5,944,000 | -3.2% | 55,915 | -3.8% | 0.05% | -5.3% |
| Q2 2018 | $6,141,000 | +1.8% | 58,145 | -7.4% | 0.06% | -3.4% |
| Q1 2018 | $6,030,000 | -19.2% | 62,780 | -19.4% | 0.06% | -14.5% |
| Q4 2017 | $7,459,000 | +1.3% | 77,935 | 0.0% | 0.07% | -5.5% |
| Q3 2017 | $7,361,000 | +7.8% | 77,935 | +1.5% | 0.07% | 0.0% |
| Q2 2017 | $6,831,000 | +4.6% | 76,810 | +0.7% | 0.07% | +4.3% |
| Q1 2017 | $6,531,000 | +2.7% | 76,250 | +2.9% | 0.07% | -1.4% |
| Q4 2016 | $6,359,000 | +9.4% | 74,075 | -0.5% | 0.07% | +1.4% |
| Q3 2016 | $5,810,000 | +10.0% | 74,475 | -0.3% | 0.07% | +4.5% |
| Q2 2016 | $5,283,000 | +1.7% | 74,700 | -2.3% | 0.07% | -6.9% |
| Q1 2016 | $5,196,000 | -6.6% | 76,495 | -0.9% | 0.07% | -6.5% |
| Q4 2015 | $5,564,000 | – | 77,175 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |