ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $42,518 | -98.9% | 389 | -98.9% | 0.00% | -98.4% |
| Q3 2022 | $3,785,000 | +30.4% | 36,609 | +31.2% | 0.06% | -6.2% |
| Q2 2022 | $2,902,000 | +41357.1% | 27,910 | +54625.5% | 0.06% | – |
| Q1 2022 | $7,000 | -99.6% | 51 | -99.6% | 0.00% | -100.0% |
| Q4 2021 | $1,932,000 | +4500.0% | 13,828 | +4874.1% | 0.03% | +3200.0% |
| Q2 2021 | $42,000 | -98.5% | 278 | -98.6% | 0.00% | -97.9% |
| Q1 2021 | $2,856,000 | +614.0% | 19,436 | +339.6% | 0.05% | +1100.0% |
| Q3 2020 | $400,000 | +7900.0% | 4,421 | +9510.9% | 0.00% | – |
| Q4 2019 | $5,000 | +25.0% | 46 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 46 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 46 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 46 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 46 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | -61.5% | 46 | -73.4% | 0.00% | -100.0% |
| Q1 2014 | $13,000 | -51.9% | 173 | -52.3% | 0.00% | -60.0% |
| Q4 2013 | $27,000 | – | 363 | – | 0.01% | – |
Download | ||||||
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% |