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 2017 | $53,006,000 | +9.1% | 561,207 | +2.7% | 0.43% | +3.9% |
| Q2 2017 | $48,586,000 | +2.6% | 546,336 | -1.2% | 0.41% | +1.7% |
| Q1 2017 | $47,363,000 | +1.1% | 552,985 | +1.3% | 0.41% | +6.3% |
| Q4 2016 | $46,864,000 | +2.3% | 545,948 | -7.0% | 0.38% | +7.0% |
| Q3 2016 | $45,817,000 | +16.3% | 587,323 | +5.4% | 0.36% | +6.5% |
| Q2 2016 | $39,398,000 | +50.3% | 557,098 | +44.4% | 0.34% | +34.4% |
| Q1 2016 | $26,211,000 | -17.7% | 385,909 | -12.6% | 0.25% | -18.6% |
| Q4 2015 | $31,843,000 | -25.5% | 441,646 | -28.0% | 0.31% | -31.5% |
| Q3 2015 | $42,755,000 | -13.7% | 612,982 | +0.9% | 0.45% | -26.7% |
| Q2 2015 | $49,518,000 | +9.1% | 607,354 | +5.8% | 0.61% | +18.6% |
| Q1 2015 | $45,385,000 | +0.4% | 573,916 | -2.3% | 0.52% | -1.2% |
| Q4 2014 | $45,199,000 | +61.0% | 587,145 | +45.4% | 0.52% | -30.9% |
| Q3 2014 | $28,079,000 | -7.1% | 403,905 | +1.7% | 0.75% | -6.8% |
| Q2 2014 | $30,232,000 | +21.8% | 397,157 | +23.7% | 0.81% | +8.2% |
| Q1 2014 | $24,828,000 | +33.6% | 321,187 | +30.0% | 0.75% | +5.8% |
| Q4 2013 | $18,589,000 | -51.1% | 247,129 | -55.6% | 0.71% | -57.0% |
| Q3 2013 | $38,020,000 | +70.6% | 556,260 | +62.5% | 1.64% | +110.1% |
| Q2 2013 | $22,282,000 | – | 342,212 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |