Orca Investment Management, LLC - ISHARES TR ownership

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
Orca Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$1,097,000
+3.4%
12,330
-0.5%
1.02%
+5.9%
Q1 2017$1,061,000
-2.1%
12,393
-1.9%
0.97%
-8.4%
Q4 2016$1,084,00012,6311.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Connective Capital Management, LLC 50,071$3,091,0004.54%
Efficient Advisors, LLC 250,871$15,486,0004.32%
HBK Sorce Advisory LLC 209,742$12,948,0002.80%
MONROE BANK & TRUST/MI 87,477$5,400,0002.40%
BOK Financial Private Wealth, Inc. 149,054$9,201,0001.99%
TOTH FINANCIAL ADVISORY CORP 47,559$2,936,0001.44%
Twele Capital Management, Inc. 67,572$4,171,0001.44%
REGENTATLANTIC CAPITAL LLC 191,612$11,828,0001.40%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 37,535$2,317,0001.39%
Charles Schwab Investment Advisory, Inc. 510,838$31,534,0001.36%
View complete list of ISHARES TR shareholders