ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $137,938 | -8.4% | 1,378 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $150,616 | +4.6% | 1,378 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $144,015 | -4.7% | 1,378 | -1.7% | 0.00% | -50.0% |
Q4 2022 | $151,178 | +4.3% | 1,402 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $145,000 | -0.7% | 1,402 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $146,000 | -19.3% | 1,402 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $181,000 | -7.7% | 1,402 | 0.0% | 0.00% | -33.3% |
Q4 2021 | $196,000 | -3.0% | 1,402 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $202,000 | -5.6% | 1,402 | 0.0% | 0.00% | -25.0% |
Q2 2021 | $214,000 | +21.6% | 1,402 | +17.1% | 0.00% | 0.0% |
Q1 2021 | $176,000 | +37.5% | 1,197 | +11.2% | 0.00% | +33.3% |
Q4 2020 | $128,000 | +32.0% | 1,076 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $97,000 | -10.2% | 1,076 | -12.7% | 0.00% | 0.0% |
Q2 2020 | $108,000 | +200.0% | 1,233 | +130.0% | 0.00% | +200.0% |
Q1 2020 | $36,000 | +3500.0% | 536 | +3250.0% | 0.00% | – |
Q3 2016 | $1,000 | – | 16 | – | 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% |