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 ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |