ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,156,119 | -9.3% | 21,540 | -1.0% | 0.18% | -8.5% |
| Q2 2023 | $2,377,379 | +11.9% | 21,751 | +7.0% | 0.20% | +5.9% |
| Q1 2023 | $2,123,742 | -3.8% | 20,321 | -0.8% | 0.19% | -12.1% |
| Q4 2022 | $2,208,029 | +6.2% | 20,477 | +1.8% | 0.21% | -2.3% |
| Q3 2022 | $2,080,000 | +5.2% | 20,116 | +5.7% | 0.22% | +6.3% |
| Q2 2022 | $1,978,000 | -17.1% | 19,030 | +2.7% | 0.21% | -5.9% |
| Q1 2022 | $2,387,000 | -4.7% | 18,521 | +3.3% | 0.22% | -1.4% |
| Q4 2021 | $2,505,000 | +3.8% | 17,925 | +7.2% | 0.22% | -5.1% |
| Q3 2021 | $2,413,000 | +1.8% | 16,722 | +7.6% | 0.23% | -1.7% |
| Q2 2021 | $2,371,000 | +8.7% | 15,537 | +4.7% | 0.24% | -89.2% |
| Q1 2021 | $2,181,000 | +8.2% | 14,841 | -12.6% | 2.21% | +869.3% |
| Q4 2020 | $2,015,000 | +25.3% | 16,987 | -4.4% | 0.23% | -88.0% |
| Q3 2020 | $1,608,000 | +1.6% | 17,771 | -2.0% | 1.90% | +555.2% |
| Q2 2020 | $1,582,000 | +38.9% | 18,131 | +6.7% | 0.29% | -82.7% |
| Q1 2020 | $1,139,000 | -34.4% | 16,999 | -2.6% | 1.67% | +436.2% |
| Q4 2019 | $1,737,000 | +18.7% | 17,457 | +5.1% | 0.31% | +9.1% |
| Q3 2019 | $1,463,000 | +0.3% | 16,602 | +6.1% | 0.29% | +0.7% |
| Q2 2019 | $1,458,000 | +3.3% | 15,650 | +2.8% | 0.28% | -1.0% |
| Q1 2019 | $1,412,000 | +19.8% | 15,226 | +6.5% | 0.29% | +11.2% |
| Q4 2018 | $1,179,000 | -24.1% | 14,301 | -2.2% | 0.26% | -21.1% |
| Q3 2018 | $1,554,000 | +41.8% | 14,616 | +40.8% | 0.33% | -1.8% |
| Q2 2018 | $1,096,000 | -18.8% | 10,378 | -26.1% | 0.33% | +11.7% |
| Q1 2018 | $1,349,000 | +4.5% | 14,043 | +4.1% | 0.30% | +3.5% |
| Q4 2017 | $1,291,000 | +0.1% | 13,489 | -1.2% | 0.29% | -4.3% |
| Q3 2017 | $1,290,000 | +5.2% | 13,658 | -0.9% | 0.30% | -1.0% |
| Q2 2017 | $1,226,000 | +9.8% | 13,781 | +5.7% | 0.30% | +4.5% |
| Q1 2017 | $1,117,000 | +3.9% | 13,043 | +4.1% | 0.29% | -2.0% |
| Q4 2016 | $1,075,000 | +9.0% | 12,529 | -0.8% | 0.30% | +6.1% |
| Q3 2016 | $986,000 | +9.8% | 12,634 | -0.6% | 0.28% | +13.4% |
| Q2 2016 | $898,000 | +9.0% | 12,705 | +4.7% | 0.25% | +10.8% |
| Q1 2016 | $824,000 | +1.7% | 12,131 | +7.9% | 0.22% | +6.2% |
| Q4 2015 | $810,000 | +60.4% | 11,246 | +55.1% | 0.21% | +60.3% |
| Q3 2015 | $505,000 | +22.6% | 7,253 | +43.4% | 0.13% | +18.0% |
| Q2 2015 | $412,000 | +32.1% | 5,058 | +28.3% | 0.11% | +44.2% |
| Q1 2015 | $312,000 | +511.8% | 3,941 | +428.3% | 0.08% | +156.7% |
| Q3 2013 | $51,000 | +27.5% | 746 | +16.6% | 0.03% | +36.4% |
| Q2 2013 | $40,000 | – | 640 | – | 0.02% | – |
Download | ||||||
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% |