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 | $965 | -34.8% | 9,643 | -28.7% | 0.04% | -29.7% |
| Q2 2023 | $1,479 | -99.9% | 13,527 | -36.6% | 0.06% | -45.8% |
| Q3 2022 | $2,207,000 | +80.0% | 21,344 | +81.0% | 0.12% | +81.5% |
| Q2 2022 | $1,226,000 | -74.8% | 11,793 | -65.0% | 0.06% | -66.8% |
| Q3 2021 | $4,867,000 | +30.5% | 33,726 | +38.0% | 0.20% | +5.4% |
| Q2 2021 | $3,729,000 | +54.3% | 24,434 | +48.6% | 0.19% | +42.0% |
| Q1 2021 | $2,416,000 | +928.1% | 16,442 | +534.1% | 0.13% | +670.6% |
| Q3 2020 | $235,000 | +840.0% | 2,593 | +773.1% | 0.02% | +750.0% |
| Q4 2016 | $25,000 | – | 297 | – | 0.00% | – |
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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% |