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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $205,000 | -1.9% | 1,467 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $209,000 | -62.0% | 1,451 | -59.7% | 0.01% | -62.5% |
| Q2 2021 | $550,000 | -63.4% | 3,601 | -80.2% | 0.02% | -85.3% |
| Q4 2018 | $1,502,000 | -20.4% | 18,221 | +2.6% | 0.11% | -1.8% |
| Q3 2018 | $1,888,000 | +166.7% | 17,764 | +140.0% | 0.11% | +101.8% |
| Q4 2017 | $708,000 | +136.0% | 7,402 | +119.1% | 0.06% | +96.4% |
| Q2 2017 | $300,000 | -12.0% | 3,378 | -15.2% | 0.03% | -15.2% |
| Q1 2017 | $341,000 | -2.8% | 3,984 | -2.5% | 0.03% | -13.2% |
| Q4 2016 | $351,000 | – | 4,087 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |