ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 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 ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |