ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,171,838 | -8.5% | 151,567 | -0.1% | 0.17% | -10.5% |
| Q2 2023 | $16,586,853 | +3.3% | 151,755 | -1.2% | 0.19% | -3.6% |
| Q1 2023 | $16,051,776 | -3.5% | 153,591 | -0.4% | 0.20% | -11.3% |
| Q4 2022 | $16,634,981 | +9.6% | 154,270 | +5.1% | 0.22% | -4.7% |
| Q3 2022 | $15,182,000 | +6.1% | 146,838 | +6.7% | 0.23% | +7.9% |
| Q2 2022 | $14,309,000 | -22.3% | 137,639 | -3.7% | 0.22% | -14.6% |
| Q1 2022 | $18,422,000 | -11.5% | 142,965 | -4.0% | 0.25% | -19.4% |
| Q4 2021 | $20,806,000 | -1.6% | 148,878 | +1.5% | 0.31% | -11.0% |
| Q3 2021 | $21,152,000 | -5.0% | 146,687 | +0.5% | 0.35% | -12.6% |
| Q2 2021 | $22,271,000 | -3.1% | 145,938 | -6.8% | 0.40% | -18.2% |
| Q1 2021 | $22,991,000 | +19.1% | 156,551 | -3.8% | 0.49% | +7.6% |
| Q4 2020 | $19,304,000 | +12.1% | 162,711 | -14.6% | 0.46% | +66.3% |
| Q3 2020 | $17,226,000 | +20.4% | 190,420 | +16.2% | 0.28% | -33.0% |
| Q2 2020 | $14,303,000 | +35.9% | 163,853 | +4.4% | 0.41% | +31.2% |
| Q1 2020 | $10,522,000 | -27.9% | 156,984 | +7.0% | 0.31% | -7.1% |
| Q4 2019 | $14,598,000 | +23.2% | 146,710 | +9.2% | 0.34% | -29.4% |
| Q3 2019 | $11,849,000 | +6.9% | 134,397 | +13.0% | 0.48% | -2.0% |
| Q2 2019 | $11,083,000 | +144.7% | 118,929 | +143.6% | 0.49% | +102.9% |
| Q1 2019 | $4,529,000 | – | 48,829 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |