ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708 | -8.5% | 7,075 | -0.0% | 0.00% | -25.0% |
| Q2 2023 | $774 | +6.8% | 7,077 | +2.1% | 0.00% | 0.0% |
| Q1 2023 | $725 | -71.0% | 6,933 | -70.1% | 0.00% | -69.2% |
| Q4 2022 | $2,499 | -99.7% | 23,173 | +149.0% | 0.01% | +160.0% |
| Q3 2022 | $962,000 | -43.7% | 9,308 | -43.3% | 0.01% | -44.4% |
| Q2 2022 | $1,708,000 | -18.4% | 16,429 | +1.2% | 0.01% | -10.0% |
| Q1 2022 | $2,092,000 | +12.1% | 16,234 | +21.5% | 0.01% | +25.0% |
| Q4 2021 | $1,867,000 | -7.0% | 13,364 | -4.0% | 0.01% | -20.0% |
| Q3 2021 | $2,008,000 | -24.7% | 13,916 | -20.4% | 0.01% | -23.1% |
| Q2 2021 | $2,668,000 | +1.4% | 17,485 | -2.4% | 0.01% | -7.1% |
| Q1 2021 | $2,632,000 | +85.2% | 17,909 | +49.5% | 0.01% | +75.0% |
| Q4 2020 | $1,421,000 | +52.3% | 11,979 | +16.1% | 0.01% | +33.3% |
| Q3 2020 | $933,000 | +80.1% | 10,314 | +73.9% | 0.01% | +50.0% |
| Q2 2020 | $518,000 | +10.2% | 5,932 | -15.4% | 0.00% | -20.0% |
| Q1 2020 | $470,000 | -54.2% | 7,014 | -32.0% | 0.01% | -37.5% |
| Q4 2019 | $1,026,000 | +22.0% | 10,313 | +8.1% | 0.01% | +14.3% |
| Q3 2019 | $841,000 | -22.6% | 9,541 | -18.2% | 0.01% | -30.0% |
| Q2 2019 | $1,086,000 | +14.3% | 11,658 | +13.8% | 0.01% | +11.1% |
| Q1 2019 | $950,000 | -32.2% | 10,240 | -39.8% | 0.01% | -40.0% |
| Q4 2018 | $1,401,000 | -42.4% | 16,998 | -25.7% | 0.02% | -34.8% |
| Q3 2018 | $2,432,000 | +144.2% | 22,879 | +142.6% | 0.02% | +109.1% |
| Q2 2018 | $996,000 | +21.6% | 9,429 | +10.6% | 0.01% | +22.2% |
| Q1 2018 | $819,000 | -57.5% | 8,526 | -57.7% | 0.01% | -60.9% |
| Q4 2017 | $1,928,000 | +203.1% | 20,142 | +199.3% | 0.02% | +155.6% |
| Q3 2017 | $636,000 | +28.2% | 6,730 | +20.7% | 0.01% | +28.6% |
| Q2 2017 | $496,000 | +87.2% | 5,576 | +80.4% | 0.01% | +40.0% |
| Q1 2017 | $265,000 | +2.7% | 3,091 | +3.0% | 0.01% | 0.0% |
| Q4 2016 | $258,000 | -64.6% | 3,002 | -66.4% | 0.01% | -75.0% |
| Q2 2015 | $728,000 | +26.4% | 8,931 | +22.6% | 0.02% | +25.0% |
| Q1 2015 | $576,000 | -4.6% | 7,287 | -7.2% | 0.02% | -15.8% |
| Q4 2014 | $604,000 | -44.6% | 7,849 | -45.2% | 0.02% | -50.0% |
| Q2 2014 | $1,091,000 | – | 14,333 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |