ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 174 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,421 | -8.4% | 214 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,390 | +4.6% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $22,365 | -3.1% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23,076 | +4.9% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -21.4% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -6.7% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | -3.2% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +675.0% | 214 | +319.6% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 51 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 51 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | +25.0% | 51 | +2.0% | 0.00% | – |
| Q3 2019 | $4,000 | -20.0% | 50 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |