ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |