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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,688 | +49.0% | 4,872 | +62.7% | 0.09% | +60.0% |
| Q2 2023 | $327,354 | -0.6% | 2,995 | -4.9% | 0.06% | -12.7% |
| Q1 2023 | $329,207 | -11.6% | 3,150 | -8.7% | 0.06% | -19.2% |
| Q4 2022 | $372,229 | +4.9% | 3,452 | +0.7% | 0.08% | -2.5% |
| Q3 2022 | $355,000 | -1.1% | 3,429 | -0.7% | 0.08% | +14.3% |
| Q2 2022 | $359,000 | -7.0% | 3,452 | +15.1% | 0.07% | +12.9% |
| Q1 2022 | $386,000 | -6.1% | 2,999 | +2.0% | 0.06% | -7.5% |
| Q4 2021 | $411,000 | +12.9% | 2,939 | +16.4% | 0.07% | +4.7% |
| Q3 2021 | $364,000 | +29.5% | 2,524 | +37.2% | 0.06% | +30.6% |
| Q2 2021 | $281,000 | +15.6% | 1,839 | +11.1% | 0.05% | +6.5% |
| Q1 2021 | $243,000 | +3371.4% | 1,655 | +2370.1% | 0.05% | +2200.0% |
| Q4 2019 | $7,000 | – | 67 | – | 0.00% | – |
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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% |