ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,393 | +4.7% | 95,087 | +0.1% | 0.04% | -12.2% |
| Q1 2023 | $9,924 | -15.6% | 94,961 | -12.9% | 0.04% | -10.9% |
| Q4 2022 | $11,758 | -99.9% | 109,046 | +18.9% | 0.05% | +12.2% |
| Q3 2022 | $9,479,000 | +0.3% | 91,680 | +2.9% | 0.04% | -4.7% |
| Q2 2022 | $9,446,000 | -14.9% | 89,125 | +3.4% | 0.04% | -8.5% |
| Q1 2022 | $11,104,000 | -5.4% | 86,171 | +2.5% | 0.05% | +2.2% |
| Q4 2021 | $11,743,000 | -35.4% | 84,037 | -33.3% | 0.05% | -41.0% |
| Q3 2021 | $18,189,000 | -4.5% | 126,035 | +1.0% | 0.08% | -7.1% |
| Q2 2021 | $19,048,000 | +33.8% | 124,825 | +28.9% | 0.08% | +21.7% |
| Q1 2021 | $14,233,000 | +25.5% | 96,853 | +1.3% | 0.07% | +25.5% |
| Q4 2020 | $11,339,000 | +228.5% | 95,564 | +150.5% | 0.06% | +175.0% |
| Q3 2020 | $3,452,000 | +3.0% | 38,151 | -0.7% | 0.02% | -4.8% |
| Q2 2020 | $3,351,000 | +26.9% | 38,401 | -2.5% | 0.02% | 0.0% |
| Q1 2020 | $2,640,000 | +359.1% | 39,386 | +581.4% | 0.02% | +425.0% |
| Q4 2019 | $575,000 | -69.0% | 5,780 | -74.3% | 0.00% | -77.8% |
| Q4 2018 | $1,857,000 | -63.7% | 22,522 | -53.2% | 0.02% | -59.1% |
| Q3 2018 | $5,114,000 | +159.9% | 48,108 | +158.2% | 0.04% | +131.6% |
| Q2 2018 | $1,968,000 | -35.5% | 18,630 | -42.4% | 0.02% | -45.7% |
| Q3 2017 | $3,053,000 | +28.9% | 32,328 | +16.9% | 0.04% | +9.4% |
| Q1 2017 | $2,369,000 | – | 27,659 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |