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 | $273,785 | -59.6% | 2,735 | -55.9% | 0.00% | -75.0% |
| Q2 2023 | $677,891 | -28.4% | 6,202 | -31.5% | 0.00% | +100.0% |
| Q1 2023 | $946,861 | -6.2% | 9,060 | -3.2% | 0.00% | 0.0% |
| Q4 2022 | $1,009,289 | +4.3% | 9,360 | -0.1% | 0.00% | -33.3% |
| Q3 2022 | $968,000 | -6.2% | 9,365 | -5.7% | 0.00% | 0.0% |
| Q2 2022 | $1,032,000 | -82.7% | 9,926 | -78.6% | 0.00% | -76.9% |
| Q1 2022 | $5,969,000 | -35.2% | 46,320 | -29.7% | 0.01% | -35.0% |
| Q4 2021 | $9,212,000 | -22.0% | 65,930 | -19.5% | 0.02% | -31.0% |
| Q3 2021 | $11,814,000 | -3.3% | 81,860 | +2.2% | 0.03% | -9.4% |
| Q2 2021 | $12,223,000 | +6.1% | 80,098 | +2.2% | 0.03% | -13.5% |
| Q1 2021 | $11,516,000 | +355.5% | 78,365 | +267.8% | 0.04% | +362.5% |
| Q4 2020 | $2,528,000 | +52.8% | 21,307 | +16.5% | 0.01% | +33.3% |
| Q3 2020 | $1,654,000 | +1.6% | 18,287 | -2.0% | 0.01% | -14.3% |
| Q2 2020 | $1,628,000 | +38.4% | 18,660 | +6.3% | 0.01% | 0.0% |
| Q1 2020 | $1,176,000 | -54.3% | 17,551 | -32.2% | 0.01% | -41.7% |
| Q4 2019 | $2,576,000 | +12.7% | 25,896 | -0.1% | 0.01% | 0.0% |
| Q3 2019 | $2,285,000 | +18.0% | 25,917 | +24.7% | 0.01% | +9.1% |
| Q2 2019 | $1,937,000 | -16.4% | 20,785 | -16.8% | 0.01% | -8.3% |
| Q1 2019 | $2,318,000 | +287.0% | 24,993 | +244.0% | 0.01% | +200.0% |
| Q4 2018 | $599,000 | -33.2% | 7,265 | -13.9% | 0.00% | 0.0% |
| Q3 2018 | $897,000 | +17.7% | 8,442 | +17.0% | 0.00% | 0.0% |
| Q2 2018 | $762,000 | +12.1% | 7,215 | +1.9% | 0.00% | -20.0% |
| Q1 2018 | $680,000 | +2.3% | 7,080 | +2.0% | 0.01% | +25.0% |
| Q4 2017 | $665,000 | -0.7% | 6,944 | -2.1% | 0.00% | -20.0% |
| Q3 2017 | $670,000 | +6.9% | 7,094 | +0.5% | 0.01% | 0.0% |
| Q2 2017 | $627,000 | +8.3% | 7,058 | +4.4% | 0.01% | +25.0% |
| Q1 2017 | $579,000 | +9.5% | 6,758 | +9.7% | 0.00% | -20.0% |
| Q4 2016 | $529,000 | +9.5% | 6,158 | -0.4% | 0.01% | +25.0% |
| Q3 2016 | $483,000 | +41.2% | 6,184 | +27.9% | 0.00% | +33.3% |
| Q2 2016 | $342,000 | +38.5% | 4,834 | +33.0% | 0.00% | +50.0% |
| Q1 2016 | $247,000 | -64.4% | 3,634 | -62.2% | 0.00% | -71.4% |
| Q4 2015 | $693,000 | +6.6% | 9,605 | +3.0% | 0.01% | -12.5% |
| Q3 2015 | $650,000 | -22.1% | 9,322 | -8.8% | 0.01% | -20.0% |
| Q2 2015 | $834,000 | +4.2% | 10,226 | +1.0% | 0.01% | +11.1% |
| Q1 2015 | $800,000 | +109.4% | 10,122 | +104.0% | 0.01% | +80.0% |
| Q4 2014 | $382,000 | -69.2% | 4,962 | -72.2% | 0.01% | -68.8% |
| Q3 2014 | $1,241,000 | -84.6% | 17,844 | -83.2% | 0.02% | -88.2% |
| Q2 2014 | $8,081,000 | -19.2% | 106,162 | -17.9% | 0.14% | -25.7% |
| Q1 2014 | $9,999,000 | -1.6% | 129,348 | -4.4% | 0.18% | -10.3% |
| Q4 2013 | $10,160,000 | +12.7% | 135,255 | +2.7% | 0.20% | 0.0% |
| Q3 2013 | $9,017,000 | +11.1% | 131,654 | +0.1% | 0.20% | +2.0% |
| Q2 2013 | $8,119,000 | – | 131,526 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |