ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,911 | -14.2% | 4,105 | -6.3% | 0.06% | -14.1% |
| Q2 2023 | $478,953 | +4.6% | 4,382 | 0.0% | 0.07% | -2.7% |
| Q1 2023 | $457,963 | -5.1% | 4,382 | -2.1% | 0.07% | -14.1% |
| Q4 2022 | $482,647 | -3.5% | 4,476 | -7.4% | 0.08% | -12.4% |
| Q3 2022 | $500,000 | +7.8% | 4,836 | +8.4% | 0.10% | +6.6% |
| Q2 2022 | $464,000 | -21.1% | 4,461 | -2.2% | 0.09% | -16.5% |
| Q1 2022 | $588,000 | -7.5% | 4,561 | +0.2% | 0.11% | -8.4% |
| Q4 2021 | $636,000 | -3.2% | 4,554 | 0.0% | 0.12% | -10.5% |
| Q3 2021 | $657,000 | -6.8% | 4,554 | -1.4% | 0.13% | -8.9% |
| Q2 2021 | $705,000 | +2.0% | 4,621 | -1.7% | 0.15% | -3.9% |
| Q1 2021 | $691,000 | +15.4% | 4,701 | -6.8% | 0.15% | +10.9% |
| Q4 2020 | $599,000 | +27.4% | 5,046 | -2.9% | 0.14% | +19.1% |
| Q3 2020 | $470,000 | +3.8% | 5,196 | 0.0% | 0.12% | -1.7% |
| Q2 2020 | $453,000 | +14.1% | 5,196 | -12.2% | 0.12% | +1.7% |
| Q1 2020 | $397,000 | -52.3% | 5,921 | -29.3% | 0.12% | -41.3% |
| Q4 2019 | $833,000 | +6.5% | 8,371 | -5.6% | 0.20% | -3.0% |
| Q3 2019 | $782,000 | -22.4% | 8,871 | -18.0% | 0.20% | -20.8% |
| Q2 2019 | $1,008,000 | -5.2% | 10,821 | -5.6% | 0.26% | -8.3% |
| Q1 2019 | $1,063,000 | -1.5% | 11,465 | -12.4% | 0.28% | -4.8% |
| Q4 2018 | $1,079,000 | -10.7% | 13,087 | +15.2% | 0.29% | -7.9% |
| Q3 2018 | $1,208,000 | +10.6% | 11,365 | +9.9% | 0.32% | +5.7% |
| Q2 2018 | $1,092,000 | +3.4% | 10,337 | -6.0% | 0.30% | +2.7% |
| Q1 2018 | $1,056,000 | +20.5% | 10,992 | +20.1% | 0.29% | +16.3% |
| Q4 2017 | $876,000 | +41.1% | 9,151 | +39.1% | 0.25% | +32.8% |
| Q3 2017 | $621,000 | +19.7% | 6,577 | +12.8% | 0.19% | +12.5% |
| Q2 2017 | $519,000 | +18.2% | 5,832 | +13.8% | 0.17% | +16.7% |
| Q1 2017 | $439,000 | +42.1% | 5,127 | +42.3% | 0.14% | +35.8% |
| Q4 2016 | $309,000 | +53.7% | 3,602 | +40.0% | 0.11% | +55.9% |
| Q3 2016 | $201,000 | +76.3% | 2,572 | +59.6% | 0.07% | +70.0% |
| Q2 2016 | $114,000 | +58.3% | 1,612 | +51.8% | 0.04% | +53.8% |
| Q1 2016 | $72,000 | -24.2% | 1,062 | -19.1% | 0.03% | -23.5% |
| Q4 2015 | $95,000 | -13.6% | 1,312 | -16.8% | 0.03% | -19.0% |
| Q3 2015 | $110,000 | -16.7% | 1,576 | -2.5% | 0.04% | -16.0% |
| Q2 2015 | $132,000 | -2.2% | 1,616 | -5.3% | 0.05% | -2.0% |
| Q1 2015 | $135,000 | -0.7% | 1,706 | -3.7% | 0.05% | -5.6% |
| Q4 2014 | $136,000 | +4.6% | 1,772 | -5.3% | 0.05% | -1.8% |
| Q3 2014 | $130,000 | +28.7% | 1,872 | +41.4% | 0.06% | +31.0% |
| Q2 2014 | $101,000 | +13.5% | 1,324 | +15.1% | 0.04% | +2.4% |
| Q1 2014 | $89,000 | -50.6% | 1,150 | -52.1% | 0.04% | -16.3% |
| Q4 2013 | $180,000 | +127.8% | 2,400 | +108.7% | 0.05% | +2.1% |
| Q3 2013 | $79,000 | +51.9% | 1,150 | +36.9% | 0.05% | +41.2% |
| Q2 2013 | $52,000 | – | 840 | – | 0.03% | – |
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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% |