ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 193 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 23.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $616,070 | +15.7% | 5,310 | -0.2% | 0.02% | 0.0% |
| Q3 2023 | $532,485 | -8.6% | 5,320 | -0.2% | 0.02% | -16.7% |
| Q2 2023 | $582,518 | +1.1% | 5,330 | -3.4% | 0.02% | +5.9% |
| Q1 2023 | $576,322 | +96760.8% | 5,515 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $595 | -99.9% | 5,515 | +0.0% | 0.02% | -10.0% |
| Q3 2022 | $570,000 | -7.2% | 5,514 | -6.7% | 0.02% | 0.0% |
| Q2 2022 | $614,000 | -23.6% | 5,909 | -5.3% | 0.02% | -20.0% |
| Q1 2022 | $804,000 | -8.2% | 6,238 | -0.5% | 0.02% | -7.4% |
| Q4 2021 | $876,000 | -3.9% | 6,268 | -0.9% | 0.03% | -12.9% |
| Q3 2021 | $912,000 | -23.4% | 6,323 | -19.0% | 0.03% | -24.4% |
| Q2 2021 | $1,191,000 | -1.5% | 7,803 | -5.2% | 0.04% | -10.9% |
| Q1 2021 | $1,209,000 | +19.5% | 8,228 | -3.5% | 0.05% | +9.5% |
| Q4 2020 | $1,012,000 | +29.9% | 8,526 | -0.9% | 0.04% | +13.5% |
| Q3 2020 | $779,000 | -7.3% | 8,605 | -10.6% | 0.04% | -15.9% |
| Q2 2020 | $840,000 | +20.7% | 9,620 | -7.3% | 0.04% | 0.0% |
| Q1 2020 | $696,000 | -58.2% | 10,377 | -38.0% | 0.04% | -45.0% |
| Q4 2019 | $1,664,000 | +12.0% | 16,726 | -0.8% | 0.08% | +2.6% |
| Q3 2019 | $1,486,000 | -6.4% | 16,863 | -1.0% | 0.08% | -10.3% |
| Q2 2019 | $1,587,000 | -1.1% | 17,028 | -1.5% | 0.09% | -7.4% |
| Q1 2019 | $1,604,000 | +9.3% | 17,294 | -2.8% | 0.09% | -4.1% |
| Q4 2018 | $1,467,000 | -24.0% | 17,789 | -2.0% | 0.10% | -14.0% |
| Q3 2018 | $1,929,000 | -0.4% | 18,147 | -1.0% | 0.11% | -5.8% |
| Q2 2018 | $1,937,000 | +8.9% | 18,337 | -1.0% | 0.12% | +4.3% |
| Q1 2018 | $1,779,000 | -3.6% | 18,525 | -4.0% | 0.12% | -3.3% |
| Q4 2017 | $1,846,000 | +0.8% | 19,289 | -0.5% | 0.12% | -4.8% |
| Q3 2017 | $1,832,000 | +0.5% | 19,394 | -5.4% | 0.13% | -3.8% |
| Q2 2017 | $1,823,000 | +2.6% | 20,505 | -1.1% | 0.13% | -3.0% |
| Q1 2017 | $1,776,000 | -4.7% | 20,735 | -4.5% | 0.14% | -14.0% |
| Q4 2016 | $1,863,000 | +7.1% | 21,704 | -2.6% | 0.16% | +2.6% |
| Q3 2016 | $1,739,000 | +7.0% | 22,290 | -3.0% | 0.15% | +0.7% |
| Q2 2016 | $1,625,000 | -2.9% | 22,971 | -6.8% | 0.15% | -7.9% |
| Q1 2016 | $1,674,000 | -14.1% | 24,646 | -8.8% | 0.16% | -17.9% |
| Q4 2015 | $1,949,000 | +2.4% | 27,034 | -0.9% | 0.20% | -5.6% |
| Q3 2015 | $1,903,000 | -8.5% | 27,283 | +7.0% | 0.21% | -4.9% |
| Q2 2015 | $2,080,000 | +7.8% | 25,508 | +4.6% | 0.22% | +9.8% |
| Q1 2015 | $1,929,000 | +3.9% | 24,390 | +1.2% | 0.20% | -0.5% |
| Q4 2014 | $1,856,000 | +25.3% | 24,105 | +13.1% | 0.20% | +21.3% |
| Q3 2014 | $1,481,000 | -4.1% | 21,307 | +5.0% | 0.17% | -4.5% |
| Q2 2014 | $1,544,000 | -99.9% | 20,290 | +6.8% | 0.18% | -3.8% |
| Q1 2014 | $1,468,632,000 | +105253.8% | 18,999 | +2.4% | 0.18% | -0.5% |
| Q4 2013 | $1,394,000 | – | 18,561 | – | 0.18% | – |
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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% |