ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400 | -8.5% | 4,000 | 0.0% | 0.07% | -6.9% |
| Q2 2023 | $437 | +4.5% | 4,000 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $418 | -5.4% | 4,000 | -2.4% | 0.07% | -11.1% |
| Q4 2022 | $442 | -99.9% | 4,100 | 0.0% | 0.08% | -4.7% |
| Q3 2022 | $424,000 | -0.5% | 4,100 | 0.0% | 0.08% | +3.7% |
| Q2 2022 | $426,000 | -21.3% | 4,100 | -2.3% | 0.08% | -11.8% |
| Q1 2022 | $541,000 | -7.7% | 4,195 | 0.0% | 0.09% | -5.1% |
| Q4 2021 | $586,000 | -3.1% | 4,195 | 0.0% | 0.10% | -12.5% |
| Q3 2021 | $605,000 | -6.3% | 4,195 | -0.9% | 0.11% | -10.4% |
| Q2 2021 | $646,000 | 0.0% | 4,235 | -3.6% | 0.12% | -8.8% |
| Q1 2021 | $646,000 | +19.4% | 4,395 | -3.6% | 0.14% | +3.8% |
| Q4 2020 | $541,000 | +31.0% | 4,560 | 0.0% | 0.13% | +10.0% |
| Q3 2020 | $413,000 | +3.8% | 4,560 | 0.0% | 0.12% | -7.0% |
| Q2 2020 | $398,000 | +30.1% | 4,560 | 0.0% | 0.13% | +9.3% |
| Q1 2020 | $306,000 | -32.6% | 4,560 | 0.0% | 0.12% | -12.6% |
| Q4 2019 | $454,000 | +12.9% | 4,560 | 0.0% | 0.14% | +0.7% |
| Q3 2019 | $402,000 | -5.4% | 4,560 | 0.0% | 0.13% | -5.0% |
| Q2 2019 | $425,000 | -5.8% | 4,560 | -6.2% | 0.14% | -10.8% |
| Q1 2019 | $451,000 | +12.5% | 4,860 | 0.0% | 0.16% | -1.9% |
| Q4 2018 | $401,000 | -36.1% | 4,860 | -17.8% | 0.16% | -27.1% |
| Q3 2018 | $628,000 | -0.5% | 5,910 | -1.0% | 0.22% | -7.5% |
| Q2 2018 | $631,000 | +10.1% | 5,970 | 0.0% | 0.24% | +9.1% |
| Q1 2018 | $573,000 | -18.5% | 5,970 | -18.7% | 0.22% | -16.1% |
| Q4 2017 | $703,000 | -2.8% | 7,345 | -4.0% | 0.26% | -5.8% |
| Q3 2017 | $723,000 | +6.2% | 7,655 | 0.0% | 0.28% | +1.5% |
| Q2 2017 | $681,000 | +3.8% | 7,655 | 0.0% | 0.27% | 0.0% |
| Q1 2017 | $656,000 | -2.1% | 7,655 | -1.9% | 0.27% | -6.2% |
| Q4 2016 | $670,000 | +7.9% | 7,805 | -2.0% | 0.29% | +5.8% |
| Q3 2016 | $621,000 | +10.3% | 7,965 | 0.0% | 0.28% | +6.6% |
| Q2 2016 | $563,000 | +4.1% | 7,965 | 0.0% | 0.26% | -0.4% |
| Q1 2016 | $541,000 | -5.7% | 7,965 | 0.0% | 0.26% | -16.2% |
| Q4 2015 | $574,000 | +2.1% | 7,965 | -1.1% | 0.31% | -6.6% |
| Q3 2015 | $562,000 | -14.6% | 8,055 | -0.2% | 0.33% | -3.5% |
| Q2 2015 | $658,000 | -1.1% | 8,070 | -4.0% | 0.34% | -0.3% |
| Q1 2015 | $665,000 | +1.7% | 8,410 | -1.0% | 0.34% | +2.4% |
| Q4 2014 | $654,000 | +6.7% | 8,495 | -3.7% | 0.34% | +5.7% |
| Q3 2014 | $613,000 | -9.6% | 8,820 | -1.0% | 0.32% | -6.7% |
| Q2 2014 | $678,000 | -3.7% | 8,905 | -2.2% | 0.34% | -17.6% |
| Q1 2014 | $704,000 | -4.2% | 9,105 | -6.9% | 0.41% | -9.2% |
| Q4 2013 | $735,000 | +3.8% | 9,785 | -5.3% | 0.46% | -4.4% |
| Q3 2013 | $708,000 | +5.5% | 10,330 | -5.0% | 0.48% | -0.4% |
| Q2 2013 | $671,000 | – | 10,875 | – | 0.48% | – |
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% |