ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 209 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $403,412 | -79.4% | 3,539 | -78.1% | 0.01% | -80.3% |
| Q1 2024 | $1,960,839 | +4.0% | 16,180 | -4.1% | 0.07% | -5.7% |
| Q4 2023 | $1,884,908 | +6.2% | 16,869 | -4.9% | 0.07% | -16.7% |
| 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. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |