ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 162 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $264,000 | -6.4% | 1,889 | -3.3% | 0.15% | -13.0% |
| Q3 2021 | $282,000 | -11.0% | 1,954 | -6.0% | 0.17% | -9.1% |
| Q2 2021 | $317,000 | +3.6% | 2,079 | 0.0% | 0.19% | -2.1% |
| Q1 2021 | $306,000 | +11.3% | 2,079 | -10.2% | 0.19% | +13.1% |
| Q4 2020 | $275,000 | +23.9% | 2,314 | -5.7% | 0.17% | +9.8% |
| Q3 2020 | $222,000 | -6.7% | 2,454 | -9.9% | 0.15% | -8.9% |
| Q2 2020 | $238,000 | -9.2% | 2,724 | +3.3% | 0.17% | +1.8% |
| Q4 2019 | $262,000 | +14.9% | 2,638 | +2.0% | 0.16% | +6.5% |
| Q3 2019 | $228,000 | -2.1% | 2,586 | +3.6% | 0.16% | -2.5% |
| Q2 2019 | $233,000 | +0.4% | 2,496 | 0.0% | 0.16% | -2.5% |
| Q1 2019 | $232,000 | -9.4% | 2,496 | +3.7% | 0.16% | -4.7% |
| Q3 2018 | $256,000 | +4.1% | 2,407 | +3.4% | 0.17% | -9.5% |
| Q2 2018 | $246,000 | +10.8% | 2,327 | +0.6% | 0.19% | +9.9% |
| Q1 2018 | $222,000 | +0.5% | 2,312 | 0.0% | 0.17% | +4.2% |
| Q4 2017 | $221,000 | +1.4% | 2,312 | +0.2% | 0.16% | -4.6% |
| Q3 2017 | $218,000 | +7.4% | 2,308 | +1.3% | 0.17% | +4.2% |
| Q2 2017 | $203,000 | – | 2,278 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |