ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 30 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,524,106 | -33.3% | 100,780 | -30.4% | 0.00% | 0.0% |
| Q2 2023 | $3,783,090 | +332.8% | 144,835 | +345.7% | 0.00% | – |
| Q1 2023 | $874,007 | -83.3% | 32,494 | -83.0% | 0.00% | -100.0% |
| Q4 2022 | $5,243,657 | +230.8% | 191,582 | +200.1% | 0.00% | +100.0% |
| Q3 2022 | $1,585,000 | -49.7% | 63,843 | -40.8% | 0.00% | 0.0% |
| Q2 2022 | $3,148,000 | +81.1% | 107,761 | +119.5% | 0.00% | 0.0% |
| Q1 2022 | $1,738,000 | +335.6% | 49,105 | +358.9% | 0.00% | – |
| Q4 2021 | $399,000 | +12.4% | 10,700 | +11.6% | 0.00% | – |
| Q3 2021 | $355,000 | -62.6% | 9,584 | -61.3% | 0.00% | – |
| Q2 2021 | $949,000 | -77.7% | 24,785 | -78.9% | 0.00% | -100.0% |
| Q1 2021 | $4,260,000 | +10.2% | 117,617 | +8.5% | 0.00% | 0.0% |
| Q4 2020 | $3,865,000 | +412.6% | 108,386 | +351.9% | 0.00% | – |
| Q3 2020 | $754,000 | -65.0% | 23,983 | -66.3% | 0.00% | -100.0% |
| Q2 2020 | $2,152,000 | +93.2% | 71,188 | +77.9% | 0.00% | +100.0% |
| Q1 2020 | $1,114,000 | -64.4% | 40,014 | -50.4% | 0.00% | -75.0% |
| Q4 2019 | $3,125,000 | +31.9% | 80,641 | +31.1% | 0.00% | 0.0% |
| Q3 2019 | $2,369,000 | +16.8% | 61,533 | +15.4% | 0.00% | 0.0% |
| Q2 2019 | $2,028,000 | -52.2% | 53,338 | -51.1% | 0.00% | -42.9% |
| Q1 2019 | $4,240,000 | -0.0% | 109,129 | -11.3% | 0.01% | -22.2% |
| Q4 2018 | $4,242,000 | +33.9% | 123,031 | +43.6% | 0.01% | +50.0% |
| Q3 2018 | $3,168,000 | +46.8% | 85,656 | +50.9% | 0.01% | +20.0% |
| Q2 2018 | $2,158,000 | -44.7% | 56,780 | -43.2% | 0.01% | -50.0% |
| Q1 2018 | $3,899,000 | +562.0% | 100,029 | +570.9% | 0.01% | +400.0% |
| Q4 2017 | $589,000 | -71.1% | 14,910 | -72.1% | 0.00% | -71.4% |
| Q3 2017 | $2,037,000 | -8.4% | 53,488 | -11.0% | 0.01% | -12.5% |
| Q2 2017 | $2,225,000 | -30.3% | 60,105 | -33.2% | 0.01% | -42.9% |
| Q1 2017 | $3,194,000 | +175.8% | 89,927 | +160.9% | 0.01% | +180.0% |
| Q4 2016 | $1,158,000 | -41.5% | 34,466 | -33.9% | 0.01% | -44.4% |
| Q3 2016 | $1,978,000 | +165.1% | 52,168 | +157.1% | 0.01% | +125.0% |
| Q2 2016 | $746,000 | -64.7% | 20,293 | -64.9% | 0.00% | -66.7% |
| Q1 2016 | $2,113,000 | +887.4% | 57,794 | +846.5% | 0.01% | +1100.0% |
| Q4 2015 | $214,000 | -86.9% | 6,106 | -87.0% | 0.00% | -90.0% |
| Q3 2015 | $1,638,000 | +11.3% | 47,014 | +18.8% | 0.01% | 0.0% |
| Q2 2015 | $1,472,000 | +493.5% | 39,572 | +507.8% | 0.01% | +400.0% |
| Q1 2015 | $248,000 | -83.5% | 6,511 | -84.3% | 0.00% | -81.8% |
| Q4 2014 | $1,504,000 | +32.7% | 41,526 | +43.1% | 0.01% | -21.4% |
| Q2 2014 | $1,133,000 | -5.7% | 29,017 | -12.1% | 0.01% | +7.7% |
| Q1 2014 | $1,202,000 | – | 32,994 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horizons Wealth Management | 13,373 | $410,000 | 0.34% |
| Lester Murray Antman dba SimplyRich | 21,514 | $628,000 | 0.26% |
| Schoolcraft Capital LLC | 15,073 | $440,272 | 0.14% |
| Equitable Holdings, Inc. | 125,310 | $3,660,000 | 0.07% |
| SOA Wealth Advisors, LLC. | 6,346 | $185,000 | 0.06% |
| Freedom Investment Management, Inc. | 16,509 | $482,236,000 | 0.05% |
| CPWM, LLC | 19,525 | $570,000 | 0.05% |
| CARDIFF PARK ADVISORS, LLC | 10,966 | $320,000 | 0.05% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,167 | $823,000 | 0.04% |
| Sterling Investment Advisors, Ltd. | 2,417 | $71,000 | 0.02% |