ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91 | +122.0% | 9,400 | +1523.5% | 0.01% | +125.0% |
| Q1 2023 | $41 | +412.5% | 579 | -14.9% | 0.00% | +300.0% |
| Q4 2022 | $8 | -100.0% | 680 | -12.7% | 0.00% | -66.7% |
| Q3 2022 | $49,000 | +172.2% | 779 | +179.2% | 0.00% | +200.0% |
| Q2 2022 | $18,000 | -87.4% | 279 | -87.2% | 0.00% | -87.5% |
| Q1 2022 | $143,000 | +1000.0% | 2,179 | +117.9% | 0.01% | +700.0% |
| Q4 2021 | $13,000 | +1200.0% | 1,000 | +42.9% | 0.00% | – |
| Q3 2021 | $1,000 | -50.0% | 700 | -76.7% | 0.00% | – |
| Q2 2021 | $2,000 | -99.7% | 3,000 | -77.3% | 0.00% | -100.0% |
| Q1 2021 | $746,000 | -56.7% | 13,200 | -31.1% | 0.04% | -65.1% |
| Q3 2020 | $1,724,000 | -52.3% | 19,160 | -53.7% | 0.11% | -55.5% |
| Q2 2020 | $3,612,000 | +30.2% | 41,400 | 0.0% | 0.24% | +66.4% |
| Q1 2020 | $2,775,000 | – | 41,400 | +3663.6% | 0.14% | – |
| Q3 2019 | $0 | – | 1,100 | +10.0% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 1,000 | +900.0% | 0.00% | – |
| Q4 2016 | $8,000 | +60.0% | 100 | +22.0% | 0.00% | – |
| Q2 2016 | $5,000 | – | 82 | -18.0% | 0.00% | – |
| Q1 2016 | $0 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |