ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $471,000 | -2.1% | 3,264 | +3.6% | 0.07% | -24.2% |
| Q2 2021 | $481,000 | +24.0% | 3,150 | +19.3% | 0.10% | +11.8% |
| Q1 2021 | $388,000 | +48.1% | 2,641 | +19.6% | 0.08% | +2025.0% |
| Q4 2020 | $262,000 | -39.9% | 2,208 | -49.6% | 0.00% | -69.2% |
| Q4 2019 | $436,000 | +16.9% | 4,378 | +3.5% | 0.01% | -13.3% |
| Q3 2019 | $373,000 | -2.1% | 4,230 | +17.4% | 0.02% | -44.4% |
| Q2 2018 | $381,000 | -16.8% | 3,602 | -24.5% | 0.03% | -32.5% |
| Q1 2018 | $458,000 | +55.8% | 4,772 | +55.1% | 0.04% | +37.9% |
| Q4 2017 | $294,000 | +10.1% | 3,076 | -6.2% | 0.03% | -88.5% |
| Q2 2015 | $267,000 | -17.8% | 3,280 | -20.3% | 0.25% | -34.3% |
| Q1 2015 | $325,000 | -16.5% | 4,114 | -18.5% | 0.38% | -16.5% |
| Q4 2014 | $389,000 | – | 5,050 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |