ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,521,000 | +22.5% | 104,894 | +33.6% | 0.02% | +17.6% |
Q2 2023 | $8,587,000 | +6.5% | 78,497 | +1.7% | 0.02% | -5.6% |
Q1 2023 | $8,066,000 | -2.4% | 77,184 | +0.6% | 0.02% | -5.3% |
Q4 2022 | $8,267,000 | +4.4% | 76,687 | +0.2% | 0.02% | -9.5% |
Q3 2022 | $7,919,000 | +3.7% | 76,547 | +4.2% | 0.02% | +5.0% |
Q2 2022 | $7,638,000 | -20.2% | 73,475 | -1.0% | 0.02% | -4.8% |
Q1 2022 | $9,574,000 | -5.2% | 74,243 | +2.8% | 0.02% | -4.5% |
Q4 2021 | $10,094,000 | +2.7% | 72,205 | +5.9% | 0.02% | -15.4% |
Q3 2021 | $9,832,000 | -7.9% | 68,174 | -2.6% | 0.03% | -16.1% |
Q2 2021 | $10,676,000 | -12.6% | 69,959 | -15.9% | 0.03% | -20.5% |
Q1 2021 | $12,217,000 | +26.5% | 83,184 | +2.0% | 0.04% | -2.5% |
Q4 2020 | $9,657,000 | +52.5% | 81,536 | +16.3% | 0.04% | +29.0% |
Q3 2020 | $6,334,000 | -1.6% | 70,127 | -5.3% | 0.03% | -11.4% |
Q2 2020 | $6,436,000 | +37.7% | 74,067 | +6.1% | 0.04% | +16.7% |
Q1 2020 | $4,673,000 | +257.8% | 69,828 | +425.8% | 0.03% | +275.0% |
Q4 2019 | $1,306,000 | +94.3% | 13,281 | +71.3% | 0.01% | +100.0% |
Q3 2019 | $672,000 | +13.1% | 7,752 | +20.3% | 0.00% | 0.0% |
Q2 2019 | $594,000 | +19.0% | 6,442 | +18.0% | 0.00% | +33.3% |
Q1 2019 | $499,000 | -79.4% | 5,459 | -81.5% | 0.00% | -84.2% |
Q4 2018 | $2,418,000 | -27.4% | 29,466 | -6.2% | 0.02% | -20.8% |
Q3 2018 | $3,330,000 | +4.3% | 31,409 | +3.7% | 0.02% | -4.0% |
Q2 2018 | $3,193,000 | +9.1% | 30,290 | -1.1% | 0.02% | 0.0% |
Q1 2018 | $2,927,000 | -3.0% | 30,615 | -3.2% | 0.02% | 0.0% |
Q4 2017 | $3,017,000 | +5.6% | 31,623 | +4.0% | 0.02% | +4.2% |
Q3 2017 | $2,858,000 | +6.6% | 30,418 | +0.5% | 0.02% | 0.0% |
Q2 2017 | $2,680,000 | +4.4% | 30,279 | +0.9% | 0.02% | -4.0% |
Q1 2017 | $2,568,000 | +1.7% | 30,019 | +1.9% | 0.02% | -7.4% |
Q4 2016 | $2,526,000 | +38.7% | 29,463 | +25.2% | 0.03% | +28.6% |
Q3 2016 | $1,821,000 | +375.5% | 23,524 | +330.1% | 0.02% | +320.0% |
Q2 2016 | $383,000 | – | 5,469 | – | 0.01% | – |
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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% |