ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
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% | – |
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% |