ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 181 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,772 | -8.4% | 2,475 | 0.0% | 0.03% | -8.8% |
| Q2 2023 | $270,544 | +4.6% | 2,475 | +0.0% | 0.03% | 0.0% |
| Q1 2023 | $258,527 | -3.0% | 2,474 | +0.1% | 0.03% | +3.0% |
| Q4 2022 | $266,556 | +4.5% | 2,472 | 0.0% | 0.03% | -17.5% |
| Q3 2022 | $255,000 | -0.4% | 2,472 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $256,000 | -28.7% | 2,472 | -11.2% | 0.04% | -13.3% |
| Q1 2022 | $359,000 | -7.7% | 2,784 | 0.0% | 0.04% | -2.2% |
| Q4 2021 | $389,000 | -19.5% | 2,784 | -16.8% | 0.05% | -22.0% |
| Q3 2021 | $483,000 | -17.2% | 3,348 | -12.4% | 0.06% | -22.4% |
| Q2 2021 | $583,000 | +3.9% | 3,820 | 0.0% | 0.08% | -24.0% |
| Q1 2021 | $561,000 | +107.8% | 3,820 | +16.9% | 0.10% | +31.6% |
| Q4 2018 | $270,000 | +24.4% | 3,267 | +15.9% | 0.08% | -53.1% |
| Q4 2014 | $217,000 | +10.7% | 2,820 | +0.1% | 0.16% | +11.7% |
| Q3 2014 | $196,000 | -8.4% | 2,817 | +0.3% | 0.14% | -8.8% |
| Q2 2014 | $214,000 | -1.4% | 2,808 | +0.1% | 0.16% | -1.2% |
| Q1 2014 | $217,000 | -12.1% | 2,805 | -14.7% | 0.16% | -19.1% |
| Q4 2013 | $247,000 | – | 3,289 | – | 0.20% | – |
Download | ||||||
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% |