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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |