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 | $2,972,555 | -1.2% | 29,696 | +7.9% | 0.00% | 0.0% |
| Q2 2023 | $3,007,391 | -22.1% | 27,515 | -25.5% | 0.00% | -33.3% |
| Q1 2023 | $3,858,591 | -11.5% | 36,921 | -8.7% | 0.00% | -25.0% |
| Q4 2022 | $4,360,650 | +66.3% | 40,440 | +59.5% | 0.00% | +33.3% |
| Q3 2022 | $2,622,000 | -24.0% | 25,356 | -23.6% | 0.00% | 0.0% |
| Q2 2022 | $3,450,000 | -18.8% | 33,189 | +0.7% | 0.00% | -25.0% |
| Q1 2022 | $4,248,000 | -1.3% | 32,969 | +7.0% | 0.00% | 0.0% |
| Q4 2021 | $4,305,000 | -3.6% | 30,812 | -0.4% | 0.00% | 0.0% |
| Q3 2021 | $4,466,000 | -28.2% | 30,947 | -24.1% | 0.00% | -33.3% |
| Q2 2021 | $6,222,000 | -43.6% | 40,775 | -45.7% | 0.01% | -53.8% |
| Q1 2021 | $11,032,000 | +316.8% | 75,076 | +236.5% | 0.01% | +333.3% |
| Q4 2020 | $2,647,000 | +36.1% | 22,312 | +3.8% | 0.00% | 0.0% |
| Q3 2020 | $1,945,000 | -30.1% | 21,501 | -32.5% | 0.00% | -40.0% |
| Q2 2020 | $2,782,000 | +32.6% | 31,873 | +1.8% | 0.01% | 0.0% |
| Q1 2020 | $2,098,000 | -40.8% | 31,295 | -12.1% | 0.01% | -16.7% |
| Q4 2019 | $3,542,000 | +12.8% | 35,600 | -0.1% | 0.01% | 0.0% |
| Q3 2019 | $3,141,000 | +0.1% | 35,632 | +5.8% | 0.01% | -14.3% |
| Q2 2019 | $3,138,000 | -16.3% | 33,678 | -16.7% | 0.01% | -22.2% |
| Q1 2019 | $3,750,000 | +12.7% | 40,423 | +0.1% | 0.01% | 0.0% |
| Q4 2018 | $3,328,000 | -40.4% | 40,366 | -23.2% | 0.01% | -30.8% |
| Q3 2018 | $5,587,000 | +17.5% | 52,554 | +16.7% | 0.01% | +8.3% |
| Q2 2018 | $4,755,000 | +8.6% | 45,018 | -1.2% | 0.01% | 0.0% |
| Q1 2018 | $4,377,000 | +6.3% | 45,574 | +6.0% | 0.01% | -7.7% |
| Q4 2017 | $4,116,000 | +11.5% | 43,009 | +10.1% | 0.01% | 0.0% |
| Q3 2017 | $3,690,000 | +2.6% | 39,070 | -3.4% | 0.01% | -7.1% |
| Q2 2017 | $3,595,000 | +15.4% | 40,428 | +9.9% | 0.01% | -33.3% |
| Q1 2017 | $3,116,000 | +19.0% | 36,799 | +21.1% | 0.02% | +5.0% |
| Q4 2016 | $2,618,000 | +22.1% | 30,377 | +10.2% | 0.02% | 0.0% |
| Q3 2016 | $2,144,000 | +50.1% | 27,565 | +36.1% | 0.02% | +66.7% |
| Q2 2016 | $1,428,000 | -47.8% | 20,252 | -50.2% | 0.01% | +50.0% |
| Q1 2016 | $2,736,000 | -12.9% | 40,645 | -8.8% | 0.01% | -11.1% |
| Q4 2015 | $3,140,000 | +97.7% | 44,563 | +101.7% | 0.01% | 0.0% |
| Q3 2015 | $1,588,000 | -18.5% | 22,091 | -8.7% | 0.01% | -10.0% |
| Q2 2015 | $1,948,000 | +14.5% | 24,190 | +12.8% | 0.01% | +11.1% |
| Q1 2015 | $1,702,000 | -2.7% | 21,449 | -5.6% | 0.01% | -10.0% |
| Q4 2014 | $1,750,000 | +8.0% | 22,733 | -4.1% | 0.01% | 0.0% |
| Q3 2014 | $1,620,000 | -54.4% | 23,710 | -49.1% | 0.01% | -52.4% |
| Q2 2014 | $3,549,000 | -50.9% | 46,622 | -50.1% | 0.02% | -52.3% |
| Q1 2014 | $7,227,000 | -7.9% | 93,497 | -10.5% | 0.04% | -10.2% |
| Q4 2013 | $7,846,000 | +31.3% | 104,441 | +21.3% | 0.05% | +22.5% |
| Q3 2013 | $5,977,000 | +96.2% | 86,102 | +74.5% | 0.04% | +81.8% |
| Q2 2013 | $3,046,000 | – | 49,345 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |