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 | $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. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |