ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,143,020 | -3.0% | 21,409 | +5.9% | 0.03% | -5.7% |
| Q2 2023 | $2,210,144 | +9.2% | 20,221 | +4.4% | 0.04% | +2.9% |
| Q1 2023 | $2,023,296 | -3.1% | 19,360 | -0.0% | 0.03% | -10.5% |
| Q4 2022 | $2,088,521 | +2.8% | 19,369 | -1.4% | 0.04% | -29.6% |
| Q3 2022 | $2,031,000 | -0.4% | 19,643 | +0.1% | 0.05% | +17.4% |
| Q2 2022 | $2,040,000 | -16.9% | 19,627 | +3.1% | 0.05% | -6.1% |
| Q1 2022 | $2,454,000 | +11.4% | 19,040 | +20.8% | 0.05% | +8.9% |
| Q4 2021 | $2,203,000 | -12.1% | 15,767 | -9.2% | 0.04% | -8.2% |
| Q3 2021 | $2,507,000 | -19.4% | 17,374 | -14.7% | 0.05% | -33.8% |
| Q2 2021 | $3,110,000 | -0.2% | 20,378 | -3.9% | 0.07% | -14.0% |
| Q1 2021 | $3,117,000 | +367.3% | 21,208 | +277.4% | 0.09% | +309.5% |
| Q4 2020 | $667,000 | +34.7% | 5,619 | +2.6% | 0.02% | +10.5% |
| Q3 2020 | $495,000 | -12.1% | 5,477 | -15.1% | 0.02% | -20.8% |
| Q2 2020 | $563,000 | +27.7% | 6,454 | -2.0% | 0.02% | 0.0% |
| Q1 2020 | $441,000 | -30.7% | 6,586 | +1.7% | 0.02% | -11.1% |
| Q4 2019 | $636,000 | +6.7% | 6,475 | -3.9% | 0.03% | +3.8% |
| Q3 2019 | $596,000 | -5.5% | 6,741 | -0.5% | 0.03% | -7.1% |
| Q2 2019 | $631,000 | -11.7% | 6,772 | -11.9% | 0.03% | -22.2% |
| Q1 2019 | $715,000 | +10.7% | 7,684 | -2.4% | 0.04% | -5.3% |
| Q4 2018 | $646,000 | -16.3% | 7,869 | +9.1% | 0.04% | 0.0% |
| Q3 2018 | $772,000 | +46.2% | 7,214 | +43.9% | 0.04% | +26.7% |
| Q2 2018 | $528,000 | +4.8% | 5,013 | -4.8% | 0.03% | 0.0% |
| Q1 2018 | $504,000 | -4.7% | 5,263 | -4.4% | 0.03% | -6.2% |
| Q4 2017 | $529,000 | -0.8% | 5,504 | -2.3% | 0.03% | 0.0% |
| Q3 2017 | $533,000 | +1.3% | 5,633 | -3.7% | 0.03% | -3.0% |
| Q2 2017 | $526,000 | +15.9% | 5,850 | +11.1% | 0.03% | +10.0% |
| Q1 2017 | $454,000 | +42.8% | 5,264 | +42.1% | 0.03% | +25.0% |
| Q4 2016 | $318,000 | +7.1% | 3,705 | -3.0% | 0.02% | +4.3% |
| Q3 2016 | $297,000 | -6.6% | 3,818 | -14.6% | 0.02% | -8.0% |
| Q2 2016 | $318,000 | -3.0% | 4,472 | -7.3% | 0.02% | -7.4% |
| Q1 2016 | $328,000 | -15.5% | 4,822 | -10.6% | 0.03% | -18.2% |
| Q4 2015 | $388,000 | -7.4% | 5,391 | -10.3% | 0.03% | -17.5% |
| Q3 2015 | $419,000 | -3.0% | 6,010 | +13.7% | 0.04% | +8.1% |
| Q2 2015 | $432,000 | +3.3% | 5,285 | 0.0% | 0.04% | -5.1% |
| Q1 2015 | $418,000 | -11.8% | 5,285 | -14.3% | 0.04% | -15.2% |
| Q4 2014 | $474,000 | -25.0% | 6,169 | -32.2% | 0.05% | -4.2% |
| Q3 2014 | $632,000 | -41.5% | 9,103 | -35.9% | 0.05% | -60.3% |
| Q2 2014 | $1,081,000 | +5.3% | 14,192 | +6.8% | 0.12% | -14.2% |
| Q1 2014 | $1,027,000 | +5.2% | 13,290 | +2.5% | 0.14% | -2.1% |
| Q4 2013 | $976,000 | +4.4% | 12,970 | -4.9% | 0.14% | -13.8% |
| Q3 2013 | $935,000 | +2.7% | 13,633 | -7.4% | 0.17% | -12.1% |
| Q2 2013 | $910,000 | – | 14,722 | – | 0.19% | – |
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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% |