ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,775,383 | -11.0% | 17,736 | -2.8% | 0.08% | -18.4% |
| Q2 2023 | $1,994,619 | +7.0% | 18,249 | +2.3% | 0.10% | -5.5% |
| Q1 2023 | $1,863,734 | +4.8% | 17,833 | +8.1% | 0.11% | -9.9% |
| Q4 2022 | $1,778,545 | -4.3% | 16,494 | -8.3% | 0.12% | -14.8% |
| Q3 2022 | $1,859,000 | +1.4% | 17,980 | +1.9% | 0.14% | +0.7% |
| Q2 2022 | $1,834,000 | -15.5% | 17,642 | +4.7% | 0.14% | -6.6% |
| Q1 2022 | $2,171,000 | -1.6% | 16,847 | +6.7% | 0.15% | -4.4% |
| Q4 2021 | $2,206,000 | -0.9% | 15,786 | +2.3% | 0.16% | -6.0% |
| Q3 2021 | $2,227,000 | +5.5% | 15,433 | +11.6% | 0.17% | +0.6% |
| Q2 2021 | $2,110,000 | -2.2% | 13,829 | -5.8% | 0.17% | -16.5% |
| Q1 2021 | $2,157,000 | +43.4% | 14,680 | +15.8% | 0.20% | +41.8% |
| Q4 2020 | $1,504,000 | +55.4% | 12,680 | +18.6% | 0.14% | +28.2% |
| Q3 2020 | $968,000 | +6.3% | 10,694 | +2.5% | 0.11% | -10.6% |
| Q2 2020 | $911,000 | +52.6% | 10,434 | +17.1% | 0.12% | +12.8% |
| Q1 2020 | $597,000 | – | 8,909 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |