ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,951,647 | -46.7% | 49,467 | -41.8% | 0.00% | -50.0% |
| Q2 2023 | $9,292,904 | +1577.7% | 85,022 | +1504.2% | 0.00% | – |
| Q1 2023 | $553,903 | -95.3% | 5,300 | -95.2% | 0.00% | -100.0% |
| Q4 2022 | $11,899,903 | +277.4% | 110,358 | +261.8% | 0.00% | +200.0% |
| Q3 2022 | $3,153,000 | +1.5% | 30,503 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $3,105,000 | +553.7% | 29,870 | +709.7% | 0.00% | – |
| Q1 2022 | $475,000 | -96.1% | 3,689 | -95.8% | 0.00% | – |
| Q4 2021 | $12,292,000 | +7.9% | 87,960 | +11.4% | 0.00% | -100.0% |
| Q3 2021 | $11,393,000 | -34.8% | 78,940 | -31.1% | 0.00% | -33.3% |
| Q2 2021 | $17,471,000 | -11.7% | 114,494 | -14.9% | 0.00% | -25.0% |
| Q1 2021 | $19,778,000 | +35.6% | 134,591 | +9.5% | 0.00% | +300.0% |
| Q4 2020 | $14,588,000 | +294.2% | 122,958 | +200.7% | 0.00% | 0.0% |
| Q3 2020 | $3,701,000 | +122.4% | 40,895 | +114.4% | 0.00% | – |
| Q2 2020 | $1,664,000 | -57.2% | 19,070 | -67.1% | 0.00% | -100.0% |
| Q1 2020 | $3,889,000 | +17.7% | 58,019 | +74.7% | 0.00% | 0.0% |
| Q4 2019 | $3,305,000 | +27.1% | 33,215 | +12.6% | 0.00% | 0.0% |
| Q3 2019 | $2,601,000 | +20.2% | 29,507 | +27.1% | 0.00% | – |
| Q2 2019 | $2,164,000 | +21.0% | 23,208 | +20.5% | 0.00% | -100.0% |
| Q1 2019 | $1,788,000 | +1.1% | 19,265 | -10.2% | 0.00% | 0.0% |
| Q4 2018 | $1,769,000 | -64.6% | 21,453 | -54.3% | 0.00% | 0.0% |
| Q3 2018 | $4,996,000 | +47.9% | 46,992 | +46.8% | 0.00% | 0.0% |
| Q2 2018 | $3,379,000 | +134.5% | 32,000 | +113.3% | 0.00% | – |
| Q1 2018 | $1,441,000 | -73.4% | 15,000 | -73.5% | 0.00% | -100.0% |
| Q4 2017 | $5,426,000 | +67.2% | 56,694 | +65.0% | 0.00% | +100.0% |
| Q3 2017 | $3,245,000 | +58.3% | 34,357 | +49.1% | 0.00% | 0.0% |
| Q2 2017 | $2,050,000 | -68.6% | 23,047 | -69.8% | 0.00% | -66.7% |
| Q1 2017 | $6,528,000 | +294.0% | 76,208 | +294.9% | 0.00% | +200.0% |
| Q4 2016 | $1,657,000 | -69.1% | 19,300 | -71.9% | 0.00% | -66.7% |
| Q3 2016 | $5,361,000 | +80.6% | 68,719 | +63.7% | 0.00% | +50.0% |
| Q2 2016 | $2,969,000 | -53.0% | 41,977 | -54.8% | 0.00% | -33.3% |
| Q1 2016 | $6,314,000 | +2.8% | 92,971 | +9.2% | 0.00% | +50.0% |
| Q4 2015 | $6,140,000 | +87.0% | 85,167 | +80.9% | 0.00% | +100.0% |
| Q3 2015 | $3,283,000 | +57.9% | 47,071 | +84.6% | 0.00% | – |
| Q2 2015 | $2,079,000 | -84.7% | 25,500 | -85.1% | 0.00% | -100.0% |
| Q1 2015 | $13,563,000 | -61.2% | 171,506 | -62.2% | 0.01% | -57.1% |
| Q4 2014 | $34,957,000 | -8.2% | 454,100 | -17.1% | 0.01% | -6.7% |
| Q3 2014 | $38,081,000 | +363.2% | 547,780 | +407.2% | 0.02% | +400.0% |
| Q2 2014 | $8,221,000 | +491.0% | 108,000 | +500.0% | 0.00% | – |
| Q1 2014 | $1,391,000 | -18.7% | 18,000 | -20.8% | 0.00% | -100.0% |
| Q4 2013 | $1,710,000 | -76.5% | 22,731 | -78.6% | 0.00% | -75.0% |
| Q3 2013 | $7,271,000 | +790.0% | 106,382 | +703.4% | 0.00% | – |
| Q2 2013 | $817,000 | – | 13,241 | – | 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% |