ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,299,367 | -0.8% | 322,671 | +8.3% | 1.43% | -2.6% |
| Q2 2023 | $32,571,290 | +15.8% | 297,999 | +10.7% | 1.47% | +6.4% |
| Q1 2023 | $28,137,331 | +3.6% | 269,231 | +6.9% | 1.38% | -4.5% |
| Q4 2022 | $27,154,721 | +12.4% | 251,829 | +7.8% | 1.45% | +1.5% |
| Q3 2022 | $24,152,000 | +12.2% | 233,604 | +12.8% | 1.43% | +11.7% |
| Q2 2022 | $21,529,000 | -12.0% | 207,096 | +9.0% | 1.28% | -1.4% |
| Q1 2022 | $24,475,000 | -3.0% | 189,938 | +5.1% | 1.30% | -32.2% |
| Q4 2021 | $25,241,000 | -1.8% | 180,648 | +1.4% | 1.91% | -10.1% |
| Q3 2021 | $25,710,000 | -4.2% | 178,146 | +1.3% | 2.13% | -10.7% |
| Q2 2021 | $26,828,000 | +11.3% | 175,808 | +7.2% | 2.38% | -10.6% |
| Q1 2021 | $24,108,000 | +9.8% | 164,058 | -11.3% | 2.66% | +1.0% |
| Q4 2020 | $21,952,000 | +29.5% | 185,013 | -1.3% | 2.64% | +14.2% |
| Q3 2020 | $16,952,000 | +6.9% | 187,381 | +3.1% | 2.31% | +1.6% |
| Q2 2020 | $15,858,000 | +26.1% | 181,715 | -3.1% | 2.28% | +6.7% |
| Q1 2020 | $12,574,000 | -30.8% | 187,586 | +2.7% | 2.13% | -23.6% |
| Q4 2019 | $18,165,000 | +18.2% | 182,586 | +4.8% | 2.79% | +9.1% |
| Q3 2019 | $15,365,000 | -1.9% | 174,301 | +3.7% | 2.56% | -4.0% |
| Q2 2019 | $15,663,000 | +4.1% | 168,073 | +3.6% | 2.67% | -0.4% |
| Q1 2019 | $15,043,000 | +20.1% | 162,175 | +6.7% | 2.68% | +5.2% |
| Q4 2018 | $12,529,000 | -22.7% | 151,959 | -0.4% | 2.54% | -13.3% |
| Q3 2018 | $16,217,000 | -1.9% | 152,548 | -2.5% | 2.93% | -6.3% |
| Q2 2018 | $16,524,000 | +11.0% | 156,445 | +1.0% | 3.13% | +7.1% |
| Q1 2018 | $14,883,000 | +1.0% | 154,951 | +0.6% | 2.92% | -1.1% |
| Q4 2017 | $14,742,000 | -1.3% | 154,032 | -2.6% | 2.95% | -5.0% |
| Q3 2017 | $14,940,000 | +9.2% | 158,180 | +2.8% | 3.11% | -22.7% |
| Q2 2017 | $13,687,000 | +8.7% | 153,912 | +4.7% | 4.02% | +2.7% |
| Q1 2017 | $12,594,000 | -5.1% | 147,039 | -4.9% | 3.92% | -7.1% |
| Q4 2016 | $13,274,000 | +8.1% | 154,639 | -1.8% | 4.21% | +5.2% |
| Q3 2016 | $12,281,000 | +11.5% | 157,424 | +1.1% | 4.00% | +4.4% |
| Q2 2016 | $11,010,000 | +2.3% | 155,681 | -1.7% | 3.84% | +800.9% |
| Q1 2016 | $10,759,000 | -4.0% | 158,409 | +6.3% | 0.43% | -88.8% |
| Q4 2015 | $11,205,000 | +6.1% | 149,080 | -1.5% | 3.80% | -1.0% |
| Q3 2015 | $10,559,000 | -9.0% | 151,380 | +6.3% | 3.84% | +15.4% |
| Q2 2015 | $11,607,000 | +13.3% | 142,359 | +9.9% | 3.33% | +8.0% |
| Q1 2015 | $10,247,000 | +12.6% | 129,576 | +9.6% | 3.08% | -9.9% |
| Q4 2014 | $9,104,000 | +16.6% | 118,259 | +5.3% | 3.42% | +22.2% |
| Q3 2014 | $7,809,000 | -8.1% | 112,332 | +0.7% | 2.80% | -18.4% |
| Q2 2014 | $8,493,000 | +0.1% | 111,575 | +1.6% | 3.43% | +6.4% |
| Q1 2014 | $8,485,000 | – | 109,765 | – | 3.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |