ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,640,532 | -3.3% | 16,389 | +5.6% | 0.46% | +2.7% |
| Q2 2023 | $1,696,875 | +22.0% | 15,525 | +16.7% | 0.45% | +16.6% |
| Q1 2023 | $1,390,423 | -0.2% | 13,304 | +3.0% | 0.38% | -5.4% |
| Q4 2022 | $1,393,392 | +6.3% | 12,922 | +1.9% | 0.41% | -2.9% |
| Q3 2022 | $1,311,000 | -12.1% | 12,681 | -11.6% | 0.42% | -4.6% |
| Q2 2022 | $1,491,000 | -18.5% | 14,343 | +1.0% | 0.44% | -8.4% |
| Q1 2022 | $1,829,000 | -1.8% | 14,196 | +6.6% | 0.48% | -0.6% |
| Q4 2021 | $1,862,000 | -4.7% | 13,323 | +0.3% | 0.48% | -6.0% |
| Q3 2021 | $1,953,000 | +1.2% | 13,287 | +5.1% | 0.51% | -2.3% |
| Q2 2021 | $1,929,000 | +1.0% | 12,641 | -2.7% | 0.52% | -4.7% |
| Q1 2021 | $1,910,000 | +13.8% | 12,996 | +1.3% | 0.55% | +10.2% |
| Q4 2020 | $1,678,000 | +99.1% | 12,828 | +37.7% | 0.50% | +65.6% |
| Q3 2020 | $843,000 | +9.2% | 9,318 | +5.3% | 0.30% | +4.5% |
| Q2 2020 | $772,000 | +83.4% | 8,849 | +40.9% | 0.29% | +61.5% |
| Q1 2020 | $421,000 | -17.1% | 6,279 | +23.1% | 0.18% | +4.1% |
| Q4 2019 | $508,000 | +46.4% | 5,102 | +29.4% | 0.17% | +39.8% |
| Q3 2019 | $347,000 | +50.9% | 3,942 | +59.5% | 0.12% | +51.9% |
| Q2 2019 | $230,000 | – | 2,472 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |