ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 184 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,624 | -17.6% | 4,242 | -10.0% | 0.01% | -21.4% |
| Q2 2023 | $515,021 | -84.7% | 4,712 | -85.3% | 0.01% | -85.3% |
| Q1 2023 | $3,355,293 | +96733.9% | 32,105 | -0.1% | 0.10% | -5.0% |
| Q4 2022 | $3,465 | -99.9% | 32,136 | -0.3% | 0.10% | -2.9% |
| Q3 2022 | $3,334,000 | -1.8% | 32,246 | -1.3% | 0.10% | +7.3% |
| Q2 2022 | $3,396,000 | -20.2% | 32,675 | -1.0% | 0.10% | -6.8% |
| Q1 2022 | $4,254,000 | -8.6% | 33,005 | -0.9% | 0.10% | -6.4% |
| Q4 2021 | $4,652,000 | +357.0% | 33,292 | +372.1% | 0.11% | +323.1% |
| Q3 2021 | $1,018,000 | -9.0% | 7,052 | -2.0% | 0.03% | -10.3% |
| Q2 2021 | $1,119,000 | -5.4% | 7,198 | -2.1% | 0.03% | -9.4% |
| Q1 2021 | $1,183,000 | +38.4% | 7,353 | +2.0% | 0.03% | +14.3% |
| Q4 2020 | $855,000 | +24.8% | 7,207 | -4.8% | 0.03% | +3.7% |
| Q3 2020 | $685,000 | -8.1% | 7,569 | -11.3% | 0.03% | -12.9% |
| Q2 2020 | $745,000 | +49.9% | 8,534 | +15.2% | 0.03% | +34.8% |
| Q1 2020 | $497,000 | -67.4% | 7,409 | -51.7% | 0.02% | -59.6% |
| Q4 2019 | $1,525,000 | +6.3% | 15,327 | -5.8% | 0.06% | -9.5% |
| Q3 2019 | $1,435,000 | -9.6% | 16,274 | -4.5% | 0.06% | -11.3% |
| Q2 2019 | $1,587,000 | -28.9% | 17,034 | -29.2% | 0.07% | -29.7% |
| Q1 2019 | $2,231,000 | +9.0% | 24,052 | -3.1% | 0.10% | +3.1% |
| Q4 2018 | $2,046,000 | +566.4% | 24,814 | +754.8% | 0.10% | +653.8% |
| Q2 2018 | $307,000 | +10.0% | 2,903 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $279,000 | -48.7% | 2,903 | -48.9% | 0.01% | -55.2% |
| Q4 2017 | $544,000 | – | 5,681 | – | 0.03% | – |
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% |