ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 188 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,272 | -15.5% | 2,950 | -7.7% | 0.00% | 0.0% |
| Q2 2023 | $349,421 | -62.0% | 3,197 | -63.7% | 0.00% | -50.0% |
| Q1 2023 | $920,330 | +9.2% | 8,806 | +12.6% | 0.00% | 0.0% |
| Q4 2022 | $842,981 | -66.1% | 7,818 | -67.5% | 0.00% | -66.7% |
| Q3 2022 | $2,489,000 | -6.0% | 24,077 | -5.5% | 0.01% | 0.0% |
| Q2 2022 | $2,649,000 | -14.8% | 25,483 | +5.6% | 0.01% | 0.0% |
| Q1 2022 | $3,110,000 | -2.4% | 24,136 | +5.8% | 0.01% | 0.0% |
| Q4 2021 | $3,188,000 | +195.2% | 22,817 | +204.8% | 0.01% | +200.0% |
| Q3 2021 | $1,080,000 | -46.5% | 7,486 | -43.4% | 0.00% | -50.0% |
| Q2 2021 | $2,018,000 | -31.8% | 13,227 | -34.3% | 0.00% | -42.9% |
| Q1 2021 | $2,959,000 | +260.4% | 20,137 | +190.9% | 0.01% | +250.0% |
| Q4 2020 | $821,000 | -63.9% | 6,923 | -72.5% | 0.00% | -66.7% |
| Q3 2020 | $2,277,000 | +322.4% | 25,163 | +307.4% | 0.01% | +200.0% |
| Q2 2020 | $539,000 | -78.1% | 6,176 | -83.2% | 0.00% | -81.8% |
| Q1 2020 | $2,466,000 | +171.9% | 36,791 | +303.5% | 0.01% | +266.7% |
| Q4 2019 | $907,000 | -70.3% | 9,118 | -73.7% | 0.00% | -72.7% |
| Q3 2019 | $3,058,000 | -23.4% | 34,695 | -19.0% | 0.01% | -26.7% |
| Q2 2019 | $3,990,000 | +12.0% | 42,816 | +11.5% | 0.02% | 0.0% |
| Q1 2019 | $3,563,000 | +65.3% | 38,410 | +46.9% | 0.02% | +36.4% |
| Q4 2018 | $2,156,000 | -53.9% | 26,144 | -40.5% | 0.01% | -47.6% |
| Q3 2018 | $4,672,000 | +31.8% | 43,949 | +30.9% | 0.02% | +16.7% |
| Q2 2018 | $3,546,000 | +49.1% | 33,571 | +35.6% | 0.02% | +28.6% |
| Q1 2018 | $2,379,000 | +20.8% | 24,764 | +20.3% | 0.01% | +16.7% |
| Q4 2017 | $1,970,000 | +4.7% | 20,582 | +3.3% | 0.01% | 0.0% |
| Q3 2017 | $1,882,000 | -16.8% | 19,930 | -21.6% | 0.01% | -25.0% |
| Q2 2017 | $2,261,000 | -12.4% | 25,420 | -15.7% | 0.02% | -20.0% |
| Q1 2017 | $2,582,000 | -4.1% | 30,151 | -3.8% | 0.02% | -13.0% |
| Q4 2016 | $2,691,000 | +1.9% | 31,354 | -7.3% | 0.02% | -4.2% |
| Q3 2016 | $2,640,000 | +26.0% | 33,836 | +14.1% | 0.02% | +20.0% |
| Q2 2016 | $2,096,000 | +1.9% | 29,643 | -2.1% | 0.02% | -16.7% |
| Q1 2016 | $2,056,000 | -65.0% | 30,271 | -62.8% | 0.02% | -65.2% |
| Q4 2015 | $5,866,000 | +164.0% | 81,368 | +155.4% | 0.07% | +86.5% |
| Q3 2015 | $2,222,000 | – | 31,853 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |