ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 205 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,877,270 | -8.5% | 104,187 | -2.7% | 0.69% | -18.8% |
| Q1 2024 | $12,977,482 | -7.1% | 107,084 | -11.0% | 0.85% | -11.5% |
| Q4 2023 | $13,962,546 | +26.3% | 120,336 | +8.9% | 0.96% | +16.2% |
| Q3 2023 | $11,058,779 | -9.6% | 110,477 | -1.3% | 0.82% | -7.6% |
| Q2 2023 | $12,232,696 | -41.1% | 111,919 | -43.6% | 0.89% | -36.4% |
| Q1 2023 | $20,751,216 | -3.9% | 198,557 | -0.8% | 1.40% | -8.9% |
| Q4 2022 | $21,585,429 | +6.0% | 200,180 | +1.6% | 1.54% | -2.0% |
| Q3 2022 | $20,371,000 | -3.0% | 197,029 | -2.4% | 1.57% | +1.2% |
| Q2 2022 | $20,993,000 | -17.6% | 201,936 | +2.2% | 1.56% | -7.4% |
| Q1 2022 | $25,462,000 | -9.0% | 197,597 | -1.3% | 1.68% | -5.6% |
| Q4 2021 | $27,972,000 | -2.2% | 200,184 | +1.0% | 1.78% | -10.5% |
| Q3 2021 | $28,607,000 | -8.2% | 198,222 | -3.0% | 1.99% | -2.8% |
| Q2 2021 | $31,177,000 | +2.6% | 204,306 | -1.2% | 2.05% | -6.4% |
| Q1 2021 | $30,401,000 | +20.4% | 206,881 | -2.8% | 2.19% | +14.2% |
| Q4 2020 | $25,255,000 | +31.6% | 212,857 | +0.3% | 1.91% | +3.8% |
| Q3 2020 | $19,195,000 | +1.6% | 212,169 | -2.0% | 1.84% | -33.6% |
| Q2 2020 | $18,896,000 | +45.7% | 216,528 | +11.9% | 2.78% | +22.7% |
| Q1 2020 | $12,969,000 | +106.9% | 193,487 | +154.5% | 2.26% | +56.9% |
| Q4 2018 | $6,268,000 | – | 76,017 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
| MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
| Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
| One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
| Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
| Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
| Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
| WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
| TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |