ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48 | -5.9% | 475 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51 | +4.1% | 475 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $49 | -33.8% | 475 | -30.7% | 0.01% | -37.5% |
| Q4 2022 | $74 | -99.9% | 685 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $71,000 | -19.3% | 685 | 0.0% | 0.01% | -20.0% |
| Q1 2022 | $88,000 | -36.2% | 685 | -31.4% | 0.01% | -41.2% |
| Q4 2021 | $138,000 | -2.8% | 998 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $142,000 | -6.6% | 998 | 0.0% | 0.02% | -17.4% |
| Q2 2021 | $152,000 | +4.8% | 998 | 0.0% | 0.02% | -30.3% |
| Q1 2021 | $145,000 | +4.3% | 998 | -15.0% | 0.03% | +17.9% |
| Q4 2020 | $139,000 | +17.8% | 1,174 | -11.0% | 0.03% | +7.7% |
| Q3 2020 | $118,000 | -19.7% | 1,319 | -22.5% | 0.03% | -35.0% |
| Q2 2020 | $147,000 | +30.1% | 1,702 | 0.0% | 0.04% | +17.6% |
| Q1 2020 | $113,000 | -32.7% | 1,702 | 0.0% | 0.03% | -27.7% |
| Q4 2019 | $168,000 | +11.3% | 1,702 | 0.0% | 0.05% | -6.0% |
| Q3 2019 | $151,000 | -24.1% | 1,702 | -19.7% | 0.05% | -21.9% |
| Q2 2019 | $199,000 | -0.5% | 2,120 | -2.0% | 0.06% | -8.6% |
| Q1 2019 | $200,000 | +1.5% | 2,163 | -9.6% | 0.07% | -13.6% |
| Q4 2018 | $197,000 | -14.0% | 2,393 | +9.6% | 0.08% | -5.8% |
| Q3 2018 | $229,000 | -2.6% | 2,184 | -2.3% | 0.09% | +7.5% |
| Q2 2018 | $235,000 | -10.0% | 2,235 | -18.2% | 0.08% | -38.0% |
| Q1 2018 | $261,000 | +10.1% | 2,733 | +9.8% | 0.13% | +35.8% |
| Q4 2017 | $237,000 | -9.2% | 2,490 | -9.6% | 0.10% | -24.6% |
| Q3 2017 | $261,000 | +8.3% | 2,755 | +1.1% | 0.13% | +4.1% |
| Q2 2017 | $241,000 | +1.3% | 2,724 | -3.1% | 0.12% | -6.2% |
| Q1 2017 | $238,000 | 0.0% | 2,812 | +0.0% | 0.13% | -6.5% |
| Q4 2016 | $238,000 | +6.7% | 2,811 | -1.8% | 0.14% | -2.1% |
| Q3 2016 | $223,000 | +15.5% | 2,862 | +2.0% | 0.14% | +5.2% |
| Q2 2016 | $193,000 | -3.0% | 2,805 | -4.2% | 0.13% | -8.2% |
| Q1 2016 | $199,000 | -30.9% | 2,929 | -26.7% | 0.15% | -22.8% |
| Q4 2015 | $288,000 | – | 3,998 | – | 0.19% | – |
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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% |