ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,940,544 | -5.7% | 75,523 | +16.1% | 0.37% | -2.3% |
| Q2 2023 | $7,362,916 | +1.3% | 65,066 | -7.1% | 0.38% | -9.7% |
| Q1 2023 | $7,268,733 | -19.9% | 70,053 | -6.6% | 0.42% | -23.7% |
| Q4 2022 | $9,072,453 | +16.5% | 74,991 | +7.2% | 0.56% | 0.0% |
| Q3 2022 | $7,787,000 | +4.2% | 69,965 | +7.1% | 0.56% | +2.8% |
| Q2 2022 | $7,474,000 | +4.5% | 65,308 | +0.3% | 0.54% | -0.9% |
| Q1 2022 | $7,153,000 | -4.8% | 65,092 | +9.1% | 0.55% | +2.6% |
| Q4 2021 | $7,510,000 | -10.9% | 59,655 | +9.9% | 0.53% | -10.0% |
| Q3 2021 | $8,432,000 | -44.3% | 54,289 | -48.4% | 0.59% | +5.2% |
| Q2 2021 | $15,126,000 | +102.8% | 105,110 | +109.4% | 0.56% | -8.6% |
| Q1 2021 | $7,459,000 | +18.6% | 50,196 | +8.1% | 0.62% | +3.2% |
| Q4 2020 | $6,289,000 | +23.2% | 46,429 | -12.2% | 0.60% | -1.5% |
| Q3 2020 | $5,106,000 | +12.6% | 52,892 | +4.0% | 0.60% | +6.7% |
| Q2 2020 | $4,534,000 | +20.1% | 50,854 | -4.3% | 0.57% | -2.7% |
| Q1 2020 | $3,776,000 | +24.8% | 53,154 | +77.7% | 0.58% | +56.7% |
| Q4 2019 | $3,025,000 | +14.8% | 29,916 | +1.6% | 0.37% | +0.3% |
| Q3 2019 | $2,634,000 | -1.3% | 29,459 | +0.5% | 0.37% | -3.1% |
| Q2 2019 | $2,669,000 | -1.4% | 29,312 | +0.7% | 0.38% | -4.5% |
| Q1 2019 | $2,708,000 | -3.8% | 29,110 | -8.0% | 0.40% | -4.1% |
| Q4 2018 | $2,816,000 | +268.1% | 31,637 | +281.5% | 0.42% | +266.7% |
| Q3 2018 | $765,000 | -11.6% | 8,293 | +1.3% | 0.11% | -14.9% |
| Q2 2018 | $865,000 | +53.9% | 8,187 | +40.0% | 0.13% | +39.6% |
| Q1 2018 | $562,000 | +0.2% | 5,848 | -0.3% | 0.10% | +4.3% |
| Q4 2017 | $561,000 | +1.4% | 5,864 | +902.4% | 0.09% | -2.1% |
| Q3 2017 | $553,000 | +7.0% | 585 | -90.1% | 0.09% | -30.4% |
| Q2 2017 | $517,000 | +99.6% | 5,917 | +95.9% | 0.14% | +84.9% |
| Q1 2017 | $259,000 | +8.8% | 3,021 | +9.1% | 0.07% | -16.1% |
| Q4 2016 | $238,000 | +1.3% | 2,770 | -8.2% | 0.09% | -6.5% |
| Q3 2016 | $235,000 | +10.3% | 3,017 | +0.2% | 0.09% | -9.7% |
| Q2 2016 | $213,000 | +12.1% | 3,012 | +7.8% | 0.10% | +5.1% |
| Q1 2016 | $190,000 | -5.5% | 2,793 | +0.2% | 0.10% | +2.1% |
| Q4 2015 | $201,000 | -71.5% | 2,788 | -72.5% | 0.10% | -75.6% |
| Q3 2015 | $706,000 | +21.7% | 10,127 | +42.2% | 0.39% | +49.2% |
| Q2 2015 | $580,000 | +3.0% | 7,120 | -2.6% | 0.26% | +6.0% |
| Q1 2015 | $563,000 | -18.6% | 7,311 | -18.7% | 0.25% | -15.0% |
| Q4 2014 | $692,000 | – | 8,993 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |