ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 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 ↓ |
|---|---|---|---|
| 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% |