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 | $504,304 | -8.4% | 5,038 | 0.0% | 0.08% | -1.3% |
| Q2 2023 | $550,653 | +4.6% | 5,038 | 0.0% | 0.08% | -2.6% |
| Q1 2023 | $526,521 | -3.1% | 5,038 | 0.0% | 0.08% | -8.2% |
| Q4 2022 | $543,248 | +4.3% | 5,038 | 0.0% | 0.08% | -4.5% |
| Q3 2022 | $521,000 | -0.6% | 5,038 | 0.0% | 0.09% | +4.7% |
| Q2 2022 | $524,000 | -19.3% | 5,038 | 0.0% | 0.08% | +1.2% |
| Q1 2022 | $649,000 | -7.8% | 5,038 | 0.0% | 0.08% | -5.6% |
| Q4 2021 | $704,000 | -3.2% | 5,038 | 0.0% | 0.09% | -14.4% |
| Q3 2021 | $727,000 | -5.5% | 5,038 | 0.0% | 0.10% | -6.3% |
| Q2 2021 | $769,000 | +2.4% | 5,038 | -1.4% | 0.11% | -4.3% |
| Q1 2021 | $751,000 | +20.4% | 5,108 | -2.9% | 0.12% | +12.6% |
| Q4 2020 | $624,000 | +21.6% | 5,261 | -7.1% | 0.10% | +10.8% |
| Q3 2020 | $513,000 | +2.2% | 5,665 | -1.5% | 0.09% | -5.1% |
| Q2 2020 | $502,000 | +30.4% | 5,750 | 0.0% | 0.10% | +7.7% |
| Q1 2020 | $385,000 | -32.7% | 5,750 | 0.0% | 0.09% | -15.0% |
| Q4 2019 | $572,000 | +12.8% | 5,750 | 0.0% | 0.11% | +5.9% |
| Q3 2019 | $507,000 | -9.1% | 5,750 | -3.9% | 0.10% | -9.0% |
| Q2 2019 | $558,000 | +0.7% | 5,983 | 0.0% | 0.11% | -2.6% |
| Q1 2019 | $554,000 | +12.4% | 5,983 | 0.0% | 0.11% | -0.9% |
| Q4 2018 | $493,000 | -23.6% | 5,983 | -1.4% | 0.12% | -12.9% |
| Q3 2018 | $645,000 | +0.8% | 6,066 | 0.0% | 0.13% | -5.0% |
| Q2 2018 | $640,000 | +7.7% | 6,066 | -1.8% | 0.14% | +3.0% |
| Q1 2018 | $594,000 | -1.2% | 6,180 | -1.6% | 0.14% | -0.7% |
| Q4 2017 | $601,000 | +1.3% | 6,280 | 0.0% | 0.14% | -4.9% |
| Q3 2017 | $593,000 | +6.3% | 6,280 | 0.0% | 0.14% | +1.4% |
| Q2 2017 | $558,000 | +3.7% | 6,280 | 0.0% | 0.14% | +0.7% |
| Q1 2017 | $538,000 | -0.2% | 6,280 | 0.0% | 0.14% | -4.8% |
| Q4 2016 | $539,000 | +10.0% | 6,280 | 0.0% | 0.15% | +6.5% |
| Q3 2016 | $490,000 | +10.4% | 6,280 | 0.0% | 0.14% | +4.5% |
| Q2 2016 | $444,000 | +4.0% | 6,280 | 0.0% | 0.13% | +0.8% |
| Q1 2016 | $427,000 | -5.7% | 6,280 | 0.0% | 0.13% | -7.7% |
| Q4 2015 | $453,000 | +3.4% | 6,280 | 0.0% | 0.14% | -2.1% |
| Q3 2015 | $438,000 | -14.5% | 6,280 | 0.0% | 0.14% | -9.9% |
| Q2 2015 | $512,000 | +3.0% | 6,280 | 0.0% | 0.16% | +4.5% |
| Q1 2015 | $497,000 | +2.9% | 6,280 | 0.0% | 0.15% | +1.3% |
| Q4 2014 | $483,000 | +10.5% | 6,280 | 0.0% | 0.15% | +4.8% |
| Q3 2014 | $437,000 | -8.6% | 6,280 | 0.0% | 0.14% | -5.8% |
| Q2 2014 | $478,000 | -1.4% | 6,280 | 0.0% | 0.15% | -8.3% |
| Q1 2014 | $485,000 | +9.7% | 6,280 | +6.8% | 0.17% | +5.7% |
| Q4 2013 | $442,000 | +3.5% | 5,880 | -5.6% | 0.16% | -3.0% |
| Q3 2013 | $427,000 | +10.9% | 6,230 | 0.0% | 0.16% | +9.3% |
| Q2 2013 | $385,000 | – | 6,230 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |