ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 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% | – |
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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% |