ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,688,186 | +1.3% | 26,855 | +10.6% | 0.00% | – |
| Q2 2023 | $2,654,460 | +40.2% | 24,286 | +34.1% | 0.00% | – |
| Q1 2023 | $1,893,199 | +79.7% | 18,115 | +85.5% | 0.00% | – |
| Q4 2022 | $1,053,283 | -64.0% | 9,768 | -65.4% | 0.00% | -100.0% |
| Q3 2022 | $2,922,000 | -34.7% | 28,255 | -34.4% | 0.00% | 0.0% |
| Q2 2022 | $4,476,000 | +103.0% | 43,049 | +151.5% | 0.00% | – |
| Q1 2022 | $2,205,000 | -91.4% | 17,116 | -90.6% | 0.00% | -100.0% |
| Q4 2021 | $25,555,000 | +39.1% | 182,886 | +43.6% | 0.01% | +25.0% |
| Q3 2021 | $18,375,000 | -24.8% | 127,316 | -20.5% | 0.00% | -33.3% |
| Q2 2021 | $24,430,000 | -12.6% | 160,090 | -15.8% | 0.01% | -14.3% |
| Q1 2021 | $27,942,000 | +240.3% | 190,144 | +174.8% | 0.01% | +250.0% |
| Q4 2020 | $8,211,000 | +27.9% | 69,206 | -2.5% | 0.00% | 0.0% |
| Q3 2020 | $6,421,000 | -7.1% | 70,974 | -10.4% | 0.00% | 0.0% |
| Q2 2020 | $6,915,000 | +32.7% | 79,234 | +1.9% | 0.00% | 0.0% |
| Q1 2020 | $5,210,000 | +9.9% | 77,727 | +63.2% | 0.00% | 0.0% |
| Q4 2019 | $4,740,000 | -41.5% | 47,638 | -48.2% | 0.00% | -50.0% |
| Q3 2019 | $8,105,000 | -40.9% | 91,950 | -37.6% | 0.00% | -33.3% |
| Q2 2019 | $13,722,000 | +68.0% | 147,245 | +67.3% | 0.01% | +50.0% |
| Q1 2019 | $8,166,000 | +146.8% | 88,032 | +119.3% | 0.00% | +100.0% |
| Q4 2018 | $3,309,000 | -43.3% | 40,138 | -26.9% | 0.00% | 0.0% |
| Q3 2018 | $5,833,000 | +35.2% | 54,875 | +34.4% | 0.00% | 0.0% |
| Q2 2018 | $4,314,000 | +28.5% | 40,838 | +16.9% | 0.00% | 0.0% |
| Q1 2018 | $3,356,000 | -6.3% | 34,938 | -6.7% | 0.00% | 0.0% |
| Q4 2017 | $3,583,000 | +25.0% | 37,438 | +23.4% | 0.00% | 0.0% |
| Q3 2017 | $2,866,000 | +36.2% | 30,346 | +28.2% | 0.00% | 0.0% |
| Q2 2017 | $2,105,000 | -64.0% | 23,674 | -65.4% | 0.00% | -60.0% |
| Q1 2017 | $5,855,000 | +141.3% | 68,365 | +141.9% | 0.01% | +150.0% |
| Q4 2016 | $2,426,000 | -28.4% | 28,258 | -35.0% | 0.00% | -33.3% |
| Q3 2016 | $3,389,000 | -34.1% | 43,444 | -40.2% | 0.00% | -50.0% |
| Q2 2016 | $5,140,000 | +47.5% | 72,686 | +41.7% | 0.01% | +50.0% |
| Q1 2016 | $3,484,000 | +390.0% | 51,301 | +403.5% | 0.00% | +300.0% |
| Q3 2015 | $711,000 | -64.8% | 10,189 | -58.9% | 0.00% | -50.0% |
| Q2 2015 | $2,020,000 | +182.9% | 24,782 | +174.5% | 0.00% | +100.0% |
| Q1 2015 | $714,000 | +449.2% | 9,029 | +382.3% | 0.00% | – |
| Q3 2014 | $130,000 | -48.6% | 1,872 | -43.7% | 0.00% | – |
| Q2 2014 | $253,000 | +10.0% | 3,325 | +11.6% | 0.00% | – |
| Q1 2014 | $230,000 | – | 2,979 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |