ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 188 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 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 ↓ |
|---|---|---|---|
| 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% |