ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 158 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $378,000 | -6.2% | 2,620 | -0.8% | 0.07% | -5.7% |
Q2 2021 | $403,000 | +3.9% | 2,641 | 0.0% | 0.07% | 0.0% |
Q1 2021 | $388,000 | +24.0% | 2,641 | 0.0% | 0.07% | +27.3% |
Q4 2020 | $313,000 | +31.0% | 2,641 | 0.0% | 0.06% | +25.0% |
Q3 2020 | $239,000 | +3.9% | 2,641 | 0.0% | 0.04% | +2.3% |
Q2 2020 | $230,000 | -15.8% | 2,641 | -3.9% | 0.04% | -4.4% |
Q4 2019 | $273,000 | +5.4% | 2,747 | -6.6% | 0.04% | 0.0% |
Q3 2019 | $259,000 | -5.5% | 2,940 | 0.0% | 0.04% | -4.3% |
Q2 2019 | $274,000 | -2.5% | 2,940 | -3.0% | 0.05% | -6.0% |
Q1 2019 | $281,000 | 0.0% | 3,030 | -11.1% | 0.05% | -5.7% |
Q4 2018 | $281,000 | -22.4% | 3,408 | 0.0% | 0.05% | -17.2% |
Q3 2018 | $362,000 | +11.4% | 3,408 | +10.8% | 0.06% | +3.2% |
Q2 2018 | $325,000 | -7.7% | 3,077 | -16.0% | 0.06% | -11.4% |
Q1 2018 | $352,000 | -4.9% | 3,662 | -5.2% | 0.07% | +1.4% |
Q4 2017 | $370,000 | -13.3% | 3,864 | -14.6% | 0.07% | -16.9% |
Q3 2017 | $427,000 | +1.2% | 4,526 | -4.7% | 0.08% | -3.5% |
Q2 2017 | $422,000 | +3.7% | 4,750 | 0.0% | 0.09% | -3.4% |
Q1 2017 | $407,000 | -0.2% | 4,750 | 0.0% | 0.09% | -7.3% |
Q4 2016 | $408,000 | -6.4% | 4,750 | -14.9% | 0.10% | -11.9% |
Q3 2016 | $436,000 | +0.5% | 5,583 | -9.0% | 0.11% | -8.4% |
Q2 2016 | $434,000 | -13.7% | 6,136 | -17.2% | 0.12% | -30.8% |
Q1 2016 | $503,000 | -8.4% | 7,407 | -2.7% | 0.17% | -42.1% |
Q4 2015 | $549,000 | -24.6% | 7,615 | -27.0% | 0.30% | -12.9% |
Q3 2015 | $728,000 | -24.9% | 10,432 | -12.2% | 0.34% | -19.8% |
Q2 2015 | $969,000 | -25.1% | 11,880 | -27.4% | 0.42% | -22.9% |
Q1 2015 | $1,293,000 | -51.9% | 16,355 | -53.1% | 0.55% | -52.3% |
Q4 2014 | $2,686,000 | +8.7% | 34,893 | -1.8% | 1.16% | -1.9% |
Q3 2014 | $2,470,000 | -11.1% | 35,531 | -2.6% | 1.18% | -11.4% |
Q2 2014 | $2,778,000 | -3.7% | 36,496 | -2.3% | 1.33% | -6.1% |
Q1 2014 | $2,886,000 | -4.8% | 37,337 | -7.5% | 1.42% | -4.7% |
Q4 2013 | $3,032,000 | – | 40,362 | – | 1.49% | – |
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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% |