ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,119 | -6.8% | 41,148 | +1.8% | 1.39% | -3.0% |
| Q2 2023 | $4,418 | +5.4% | 40,422 | +0.8% | 1.44% | +1.1% |
| Q1 2023 | $4,190 | -2.6% | 40,091 | +0.5% | 1.42% | -6.7% |
| Q4 2022 | $4,300 | -99.9% | 39,874 | -0.4% | 1.52% | -1.8% |
| Q3 2022 | $4,141,000 | +0.2% | 40,049 | +0.8% | 1.55% | +14.9% |
| Q2 2022 | $4,131,000 | -18.9% | 39,739 | +0.6% | 1.35% | -2.9% |
| Q1 2022 | $5,091,000 | -6.6% | 39,508 | +1.3% | 1.39% | -2.2% |
| Q4 2021 | $5,452,000 | -4.0% | 39,019 | -0.8% | 1.42% | -12.4% |
| Q3 2021 | $5,677,000 | -5.5% | 39,338 | -0.1% | 1.62% | -5.0% |
| Q2 2021 | $6,007,000 | +4.4% | 39,367 | +0.6% | 1.71% | -3.2% |
| Q1 2021 | $5,753,000 | +24.3% | 39,151 | +0.3% | 1.76% | +11.6% |
| Q4 2020 | $4,629,000 | +26.2% | 39,015 | -3.7% | 1.58% | +13.6% |
| Q3 2020 | $3,667,000 | +0.3% | 40,531 | -3.3% | 1.39% | -8.8% |
| Q2 2020 | $3,657,000 | +27.4% | 41,900 | -2.2% | 1.53% | +3.8% |
| Q1 2020 | $2,870,000 | -35.8% | 42,824 | -4.8% | 1.47% | -16.3% |
| Q4 2019 | $4,473,000 | +15.8% | 44,961 | +2.6% | 1.76% | +8.2% |
| Q3 2019 | $3,864,000 | -6.5% | 43,840 | -1.1% | 1.63% | -5.5% |
| Q2 2019 | $4,131,000 | +0.9% | 44,325 | +0.4% | 1.72% | -0.7% |
| Q1 2019 | $4,095,000 | +14.1% | 44,145 | +1.4% | 1.73% | +3.2% |
| Q4 2018 | $3,588,000 | -10.2% | 43,515 | +15.8% | 1.68% | +8.0% |
| Q3 2018 | $3,994,000 | +3.9% | 37,576 | +3.2% | 1.56% | -3.4% |
| Q2 2018 | $3,845,000 | +13.6% | 36,406 | +3.3% | 1.61% | +11.7% |
| Q1 2018 | $3,385,000 | +1.5% | 35,241 | +1.1% | 1.44% | +6.6% |
| Q4 2017 | $3,335,000 | +2.1% | 34,843 | +0.8% | 1.35% | -3.1% |
| Q3 2017 | $3,265,000 | +5.3% | 34,573 | -0.8% | 1.40% | +1.7% |
| Q2 2017 | $3,100,000 | +6.3% | 34,858 | +2.4% | 1.37% | +4.4% |
| Q1 2017 | $2,917,000 | 0.0% | 34,055 | +0.2% | 1.32% | -3.8% |
| Q4 2016 | $2,917,000 | +11.0% | 33,980 | +0.8% | 1.37% | +6.0% |
| Q3 2016 | $2,629,000 | +10.8% | 33,705 | +0.4% | 1.29% | +8.5% |
| Q2 2016 | $2,373,000 | +5.2% | 33,555 | +1.1% | 1.19% | +2.1% |
| Q1 2016 | $2,255,000 | -5.4% | 33,200 | +0.5% | 1.17% | -4.0% |
| Q4 2015 | $2,383,000 | +7.5% | 33,046 | +4.0% | 1.22% | +1.5% |
| Q3 2015 | $2,216,000 | -15.4% | 31,766 | -1.1% | 1.20% | -6.6% |
| Q2 2015 | $2,620,000 | +7.6% | 32,131 | +4.4% | 1.28% | +8.4% |
| Q1 2015 | $2,435,000 | +7.3% | 30,790 | +4.4% | 1.18% | +5.3% |
| Q4 2014 | $2,270,000 | +12.4% | 29,490 | +1.5% | 1.12% | +7.8% |
| Q3 2014 | $2,020,000 | -9.0% | 29,055 | -0.4% | 1.04% | -6.5% |
| Q2 2014 | $2,221,000 | -1.2% | 29,176 | +0.3% | 1.12% | -4.6% |
| Q1 2014 | $2,248,000 | +4.2% | 29,076 | +1.2% | 1.17% | +5.1% |
| Q4 2013 | $2,157,000 | -18.3% | 28,718 | -25.5% | 1.11% | -11.4% |
| Q3 2013 | $2,640,000 | +13.9% | 38,546 | +2.7% | 1.26% | -9.8% |
| Q2 2013 | $2,317,000 | – | 37,535 | – | 1.39% | – |
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% |