ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $438,052 | -10.0% | 4,008 | -13.9% | 0.00% | -33.3% |
| Q1 2023 | $486,558 | -30.9% | 4,656 | -28.7% | 0.00% | -25.0% |
| Q4 2022 | $703,804 | +3.5% | 6,527 | -0.8% | 0.00% | 0.0% |
| Q3 2022 | $680,000 | -1.3% | 6,579 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $689,000 | -19.7% | 6,628 | -0.5% | 0.00% | 0.0% |
| Q1 2022 | $858,000 | -13.9% | 6,662 | -6.6% | 0.00% | -20.0% |
| Q4 2021 | $997,000 | -2.6% | 7,136 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $1,024,000 | -8.6% | 7,092 | -3.4% | 0.01% | -16.7% |
| Q2 2021 | $1,120,000 | -2.9% | 7,341 | -6.4% | 0.01% | 0.0% |
| Q1 2021 | $1,153,000 | +32.4% | 7,844 | +6.9% | 0.01% | +20.0% |
| Q4 2020 | $871,000 | +35.0% | 7,338 | +2.9% | 0.01% | +25.0% |
| Q3 2020 | $645,000 | 0.0% | 7,133 | -3.5% | 0.00% | -20.0% |
| Q2 2020 | $645,000 | +4.2% | 7,388 | -20.0% | 0.01% | 0.0% |
| Q1 2020 | $619,000 | -34.4% | 9,240 | -2.6% | 0.01% | -16.7% |
| Q4 2019 | $943,000 | +10.6% | 9,482 | -2.0% | 0.01% | 0.0% |
| Q3 2019 | $853,000 | -49.8% | 9,672 | -46.9% | 0.01% | -45.5% |
| Q2 2019 | $1,698,000 | -2.5% | 18,221 | -2.9% | 0.01% | -8.3% |
| Q1 2019 | $1,741,000 | +5.1% | 18,767 | -6.6% | 0.01% | -7.7% |
| Q4 2018 | $1,657,000 | -25.3% | 20,099 | -3.7% | 0.01% | -18.8% |
| Q3 2018 | $2,219,000 | -14.7% | 20,873 | -15.3% | 0.02% | -15.8% |
| Q2 2018 | $2,602,000 | +9.8% | 24,640 | -0.1% | 0.02% | +5.6% |
| Q1 2018 | $2,370,000 | -4.9% | 24,670 | -5.3% | 0.02% | -10.0% |
| Q4 2017 | $2,492,000 | +0.1% | 26,042 | -1.2% | 0.02% | -4.8% |
| Q3 2017 | $2,490,000 | +1.6% | 26,367 | -4.3% | 0.02% | -4.5% |
| Q2 2017 | $2,450,000 | +2.7% | 27,551 | -1.1% | 0.02% | 0.0% |
| Q1 2017 | $2,385,000 | -4.3% | 27,846 | -4.1% | 0.02% | -8.3% |
| Q4 2016 | $2,493,000 | +0.1% | 29,047 | -9.0% | 0.02% | 0.0% |
| Q3 2016 | $2,491,000 | +15.2% | 31,927 | +4.9% | 0.02% | +9.1% |
| Q2 2016 | $2,162,000 | +2.1% | 30,447 | -2.4% | 0.02% | -4.3% |
| Q1 2016 | $2,118,000 | -31.2% | 31,185 | -26.9% | 0.02% | -34.3% |
| Q4 2015 | $3,077,000 | +14.5% | 42,676 | +10.8% | 0.04% | +9.4% |
| Q3 2015 | $2,687,000 | -8.5% | 38,525 | +6.9% | 0.03% | -5.9% |
| Q2 2015 | $2,938,000 | +21.0% | 36,037 | +14.6% | 0.03% | +13.3% |
| Q1 2015 | $2,429,000 | -37.0% | 31,452 | -37.2% | 0.03% | +3.4% |
| Q4 2014 | $3,856,000 | +30.9% | 50,088 | +18.3% | 0.03% | -43.1% |
| Q3 2014 | $2,945,000 | -8.9% | 42,355 | -0.3% | 0.05% | -15.0% |
| Q2 2014 | $3,233,000 | -0.4% | 42,467 | +1.1% | 0.06% | -13.0% |
| Q1 2014 | $3,246,000 | +14.9% | 41,996 | +11.6% | 0.07% | -28.1% |
| Q4 2013 | $2,826,000 | +12.3% | 37,616 | +2.4% | 0.10% | +20.0% |
| Q3 2013 | $2,516,000 | +46.4% | 36,735 | +31.9% | 0.08% | +73.9% |
| Q2 2013 | $1,719,000 | – | 27,843 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |