ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,200 | -8.4% | 4,278 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $467,555 | +4.6% | 4,278 | 0.0% | 0.01% | -52.9% |
| Q1 2023 | $447,054 | -3.1% | 4,278 | 0.0% | 0.02% | -10.5% |
| Q4 2022 | $461,243 | +4.4% | 4,278 | +0.0% | 0.02% | -13.6% |
| Q3 2022 | $442,000 | -0.7% | 4,277 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $445,000 | -18.9% | 4,277 | +0.4% | 0.02% | -12.5% |
| Q1 2022 | $549,000 | -8.2% | 4,261 | -0.4% | 0.02% | +4.3% |
| Q4 2021 | $598,000 | -2.6% | 4,278 | +0.6% | 0.02% | -28.1% |
| Q3 2021 | $614,000 | -5.4% | 4,251 | 0.0% | 0.03% | -8.6% |
| Q2 2021 | $649,000 | +3.8% | 4,251 | 0.0% | 0.04% | -14.6% |
| Q1 2021 | $625,000 | +22.5% | 4,251 | -1.1% | 0.04% | +2.5% |
| Q4 2020 | $510,000 | +31.1% | 4,300 | 0.0% | 0.04% | -31.0% |
| Q3 2020 | $389,000 | +3.7% | 4,300 | 0.0% | 0.06% | -3.3% |
| Q2 2020 | $375,000 | +30.2% | 4,300 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $288,000 | – | 4,300 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |