ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,170,981 | -14.3% | 12,242 | -0.9% | 0.07% | -11.2% |
| Q2 2023 | $1,366,132 | +4.9% | 12,357 | -0.8% | 0.08% | -3.6% |
| Q1 2023 | $1,301,843 | -3.1% | 12,457 | -0.0% | 0.08% | -8.8% |
| Q4 2022 | $1,343,360 | +1.2% | 12,458 | -2.9% | 0.09% | -10.8% |
| Q3 2022 | $1,327,000 | -2.4% | 12,833 | -1.9% | 0.10% | +1.0% |
| Q2 2022 | $1,360,000 | -19.5% | 13,078 | -0.2% | 0.10% | -9.0% |
| Q1 2022 | $1,689,000 | -10.9% | 13,106 | -3.3% | 0.11% | -17.8% |
| Q4 2021 | $1,895,000 | -3.8% | 13,559 | -0.6% | 0.14% | -13.5% |
| Q3 2021 | $1,969,000 | -6.8% | 13,640 | -1.5% | 0.16% | -8.2% |
| Q2 2021 | $2,113,000 | +3.8% | 13,847 | 0.0% | 0.17% | -4.0% |
| Q1 2021 | $2,035,000 | +10.5% | 13,847 | -10.8% | 0.18% | +1.1% |
| Q4 2020 | $1,842,000 | +25.0% | 15,521 | -4.7% | 0.18% | +4.8% |
| Q3 2020 | $1,474,000 | +7.6% | 16,294 | +3.8% | 0.17% | -1.8% |
| Q2 2020 | $1,370,000 | +34.7% | 15,700 | +3.5% | 0.17% | +11.1% |
| Q1 2020 | $1,017,000 | -14.0% | 15,173 | +27.6% | 0.15% | +20.5% |
| Q4 2019 | $1,183,000 | +9.5% | 11,889 | -2.9% | 0.13% | -5.2% |
| Q3 2019 | $1,080,000 | -3.4% | 12,247 | +2.1% | 0.13% | -1.5% |
| Q2 2019 | $1,118,000 | -0.6% | 11,992 | -1.1% | 0.14% | -6.2% |
| Q1 2019 | $1,125,000 | +12.2% | 12,129 | -0.3% | 0.14% | -4.0% |
| Q4 2018 | $1,003,000 | -14.7% | 12,160 | +10.0% | 0.15% | -3.8% |
| Q3 2018 | $1,176,000 | +4.8% | 11,058 | +4.1% | 0.16% | -0.6% |
| Q2 2018 | $1,122,000 | +8.5% | 10,623 | -1.3% | 0.16% | +7.5% |
| Q1 2018 | $1,034,000 | +0.9% | 10,761 | +0.4% | 0.15% | +0.7% |
| Q4 2017 | $1,025,000 | +8.8% | 10,714 | +7.5% | 0.15% | +2.1% |
| Q3 2017 | $942,000 | +46.5% | 9,971 | +38.0% | 0.14% | +40.2% |
| Q2 2017 | $643,000 | +5.4% | 7,227 | +1.5% | 0.10% | -2.9% |
| Q1 2017 | $610,000 | -8.3% | 7,122 | -8.1% | 0.10% | -15.3% |
| Q4 2016 | $665,000 | +12.1% | 7,747 | +1.9% | 0.12% | +2.5% |
| Q3 2016 | $593,000 | +12.3% | 7,601 | +1.9% | 0.12% | +6.1% |
| Q2 2016 | $528,000 | -2.8% | 7,461 | -6.6% | 0.11% | -7.3% |
| Q1 2016 | $543,000 | -9.0% | 7,989 | -3.5% | 0.12% | -14.6% |
| Q4 2015 | $597,000 | +33.0% | 8,281 | +28.7% | 0.14% | +24.1% |
| Q3 2015 | $449,000 | -6.8% | 6,433 | +4.4% | 0.12% | -2.5% |
| Q2 2015 | $482,000 | -0.8% | 6,163 | +0.3% | 0.12% | -6.3% |
| Q1 2015 | $486,000 | +5.9% | 6,146 | +3.0% | 0.13% | +0.8% |
| Q4 2014 | $459,000 | +11.7% | 5,966 | +0.8% | 0.13% | +4.1% |
| Q3 2014 | $411,000 | +6.2% | 5,918 | +16.5% | 0.12% | +6.1% |
| Q2 2014 | $387,000 | -1.3% | 5,078 | +0.1% | 0.11% | -8.8% |
| Q1 2014 | $392,000 | +2.9% | 5,073 | 0.0% | 0.12% | -0.8% |
| Q4 2013 | $381,000 | +10.1% | 5,073 | +0.4% | 0.13% | 0.0% |
| Q3 2013 | $346,000 | +11.3% | 5,054 | +0.2% | 0.13% | +1.6% |
| Q2 2013 | $311,000 | – | 5,046 | – | 0.12% | – |
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% |