ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $335,958 | -8.6% | 2,947 | -2.8% | 0.02% | -5.9% |
| Q1 2024 | $367,569 | +4.4% | 3,033 | 0.0% | 0.02% | -5.6% |
| Q4 2023 | $351,919 | +15.9% | 3,033 | 0.0% | 0.02% | +12.5% |
| Q3 2023 | $303,603 | -18.9% | 3,033 | -11.4% | 0.02% | -11.1% |
| Q2 2023 | $374,243 | +4.6% | 3,424 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $357,842 | -3.1% | 3,424 | 0.0% | 0.02% | -9.5% |
| Q4 2022 | $369,210 | +37.8% | 3,424 | +32.2% | 0.02% | +16.7% |
| Q3 2022 | $268,000 | -0.4% | 2,590 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $269,000 | -19.5% | 2,590 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $334,000 | – | 2,590 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |