ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 181 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,978,740 | -13.5% | 49,738 | -5.6% | 0.34% | -10.4% |
Q2 2023 | $5,756,832 | +1.2% | 52,670 | -3.2% | 0.38% | -5.1% |
Q1 2023 | $5,689,296 | -8.9% | 54,438 | -6.0% | 0.40% | -37.5% |
Q4 2022 | $6,242,913 | +4.2% | 57,896 | -0.1% | 0.63% | +21.5% |
Q3 2022 | $5,991,000 | -14.3% | 57,948 | -13.8% | 0.52% | -10.5% |
Q2 2022 | $6,989,000 | -35.3% | 67,226 | -19.8% | 0.58% | -29.2% |
Q1 2022 | $10,802,000 | -12.2% | 83,831 | -4.7% | 0.82% | -5.5% |
Q4 2021 | $12,296,000 | -6.3% | 87,998 | -3.3% | 0.87% | -30.5% |
Q3 2021 | $13,129,000 | -13.8% | 90,970 | -8.8% | 1.26% | -33.5% |
Q2 2021 | $15,226,000 | -2.7% | 99,780 | -6.3% | 1.89% | -12.0% |
Q1 2021 | $15,641,000 | +13.6% | 106,439 | -8.3% | 2.14% | +2.1% |
Q4 2020 | $13,766,000 | +14.5% | 116,021 | -12.7% | 2.10% | -4.8% |
Q3 2020 | $12,021,000 | -2.3% | 132,875 | -5.7% | 2.21% | -3.0% |
Q2 2020 | $12,299,000 | +16.6% | 140,936 | -10.4% | 2.28% | +3.2% |
Q1 2020 | $10,544,000 | -29.3% | 157,297 | +4.9% | 2.20% | -15.1% |
Q4 2019 | $14,913,000 | +8.2% | 149,898 | -4.2% | 2.60% | +3.0% |
Q3 2019 | $13,788,000 | -13.6% | 156,414 | -8.7% | 2.52% | -9.6% |
Q2 2019 | $15,965,000 | -2.9% | 171,319 | -3.4% | 2.79% | -3.0% |
Q1 2019 | $16,445,000 | +7.8% | 177,283 | -4.1% | 2.88% | +1.3% |
Q4 2018 | $15,249,000 | -20.9% | 184,943 | +2.0% | 2.84% | -14.0% |
Q3 2018 | $19,280,000 | -3.0% | 181,363 | -3.6% | 3.30% | -2.3% |
Q2 2018 | $19,871,000 | +3.6% | 188,132 | -5.8% | 3.38% | +4.5% |
Q1 2018 | $19,178,000 | -0.0% | 199,668 | -0.4% | 3.23% | +1.2% |
Q4 2017 | $19,181,000 | +0.3% | 200,410 | -1.1% | 3.20% | -2.8% |
Q3 2017 | $19,133,000 | +4.5% | 202,576 | -1.6% | 3.29% | +22.0% |
Q2 2017 | $18,303,000 | +1.1% | 205,809 | -2.7% | 2.69% | +6.3% |
Q1 2017 | $18,111,000 | -3.9% | 211,451 | -3.7% | 2.53% | -6.1% |
Q4 2016 | $18,849,000 | +1.4% | 219,585 | -7.9% | 2.70% | -1.3% |
Q3 2016 | $18,595,000 | +6.8% | 238,363 | -3.2% | 2.73% | -1.2% |
Q2 2016 | $17,409,000 | +3.0% | 246,164 | -1.0% | 2.77% | -9.0% |
Q1 2016 | $16,895,000 | -2.9% | 248,747 | +3.0% | 3.04% | -19.9% |
Q4 2015 | $17,405,000 | +3.8% | 241,406 | +0.4% | 3.80% | +1.3% |
Q3 2015 | $16,769,000 | -15.4% | 240,418 | -1.2% | 3.75% | -9.4% |
Q2 2015 | $19,830,000 | +1.0% | 243,223 | -2.1% | 4.14% | -1.0% |
Q1 2015 | $19,640,000 | +4.2% | 248,361 | +1.4% | 4.18% | -3.1% |
Q4 2014 | $18,852,000 | +11.8% | 244,901 | +0.9% | 4.31% | +10.6% |
Q3 2014 | $16,869,000 | -7.1% | 242,652 | +1.7% | 3.90% | -5.8% |
Q2 2014 | $18,158,000 | -2.9% | 238,544 | -1.4% | 4.14% | -8.2% |
Q1 2014 | $18,692,000 | +2.3% | 241,817 | -0.6% | 4.51% | +2.0% |
Q4 2013 | $18,280,000 | +7.6% | 243,350 | -1.9% | 4.42% | +1.6% |
Q3 2013 | $16,985,000 | +9.7% | 247,995 | -1.1% | 4.36% | +0.7% |
Q2 2013 | $15,486,000 | – | 250,871 | – | 4.32% | – |
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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% |