ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 205 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $200,028 | +35.7% | 1,619 | +33.1% | 0.00% | 0.0% |
| Q1 2024 | $147,368 | +4.4% | 1,216 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $141,093 | +2.3% | 1,216 | -11.8% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
| MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
| Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
| One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
| Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
| Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
| Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
| WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
| TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |