ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,029,662 | -17.4% | 10,286 | -9.8% | 0.00% | 0.0% |
| Q2 2023 | $1,246,967 | +86675.7% | 11,409 | -17.0% | 0.00% | -25.0% |
| Q1 2023 | $1,437 | +3.1% | 13,746 | +6.3% | 0.00% | 0.0% |
| Q4 2022 | $1,394 | -99.9% | 12,926 | -11.8% | 0.00% | -33.3% |
| Q3 2022 | $1,515,000 | +9.4% | 14,652 | +10.0% | 0.01% | 0.0% |
| Q2 2022 | $1,385,000 | -19.8% | 13,321 | -0.7% | 0.01% | -14.3% |
| Q1 2022 | $1,728,000 | +0.6% | 13,412 | +9.1% | 0.01% | 0.0% |
| Q4 2021 | $1,717,000 | +1.6% | 12,291 | +5.0% | 0.01% | -22.2% |
| Q3 2021 | $1,690,000 | +42150.0% | 11,710 | +23320.0% | 0.01% | – |
| Q3 2016 | $4,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |