ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,347,350 | -8.4% | 13,460 | -0.0% | 0.12% | -7.5% |
| Q2 2023 | $1,471,238 | +4.7% | 13,461 | +0.1% | 0.13% | -3.6% |
| Q1 2023 | $1,405,861 | -3.0% | 13,452 | +0.1% | 0.14% | -10.9% |
| Q4 2022 | $1,449,486 | +4.4% | 13,442 | +0.1% | 0.16% | -4.3% |
| Q3 2022 | $1,388,000 | -0.4% | 13,428 | +0.1% | 0.16% | +6.5% |
| Q2 2022 | $1,394,000 | -44.6% | 13,413 | -31.3% | 0.15% | -37.6% |
| Q1 2022 | $2,516,000 | -7.8% | 19,523 | +0.0% | 0.24% | +0.8% |
| Q4 2021 | $2,728,000 | -8.1% | 19,520 | +0.1% | 0.24% | -20.3% |
| Q3 2021 | $2,970,000 | -0.2% | 19,505 | +0.0% | 0.30% | -1.6% |
| Q2 2021 | $2,976,000 | +3.9% | 19,499 | +0.0% | 0.31% | -26.7% |
| Q1 2021 | $2,865,000 | +23.9% | 19,496 | +0.0% | 0.42% | +14.9% |
| Q4 2020 | $2,313,000 | +31.2% | 19,493 | +0.1% | 0.37% | +15.4% |
| Q3 2020 | $1,763,000 | +1.6% | 19,482 | -2.0% | 0.32% | -7.3% |
| Q2 2020 | $1,735,000 | +30.4% | 19,878 | +0.1% | 0.34% | +8.5% |
| Q1 2020 | $1,331,000 | -32.6% | 19,854 | 0.0% | 0.32% | -18.3% |
| Q4 2019 | $1,975,000 | +13.0% | 19,854 | +0.1% | 0.39% | +8.1% |
| Q3 2019 | $1,748,000 | -5.4% | 19,829 | 0.0% | 0.36% | -3.8% |
| Q2 2019 | $1,848,000 | +0.5% | 19,829 | +0.0% | 0.37% | -1.6% |
| Q1 2019 | $1,838,000 | +12.6% | 19,820 | +0.0% | 0.38% | +1.6% |
| Q4 2018 | $1,633,000 | -32.2% | 19,811 | -12.6% | 0.37% | -23.9% |
| Q3 2018 | $2,409,000 | +0.7% | 22,661 | +0.0% | 0.49% | +3.2% |
| Q2 2018 | $2,393,000 | +11.9% | 22,660 | +1.8% | 0.48% | +8.0% |
| Q1 2018 | $2,138,000 | +11.4% | 22,258 | +11.0% | 0.44% | +13.1% |
| Q4 2017 | $1,919,000 | +48.6% | 20,053 | +46.7% | 0.39% | +40.9% |
| Q3 2017 | $1,291,000 | +6.2% | 13,672 | +0.0% | 0.28% | -1.4% |
| Q2 2017 | $1,216,000 | +1.6% | 13,671 | -2.2% | 0.28% | -5.4% |
| Q1 2017 | $1,197,000 | +2.0% | 13,978 | +2.3% | 0.30% | -9.2% |
| Q4 2016 | $1,173,000 | +10.0% | 13,670 | 0.0% | 0.33% | +7.2% |
| Q3 2016 | $1,066,000 | +10.2% | 13,670 | 0.0% | 0.30% | +4.1% |
| Q2 2016 | $967,000 | +4.2% | 13,670 | 0.0% | 0.29% | -8.2% |
| Q1 2016 | $928,000 | -5.9% | 13,670 | 0.0% | 0.32% | -11.7% |
| Q4 2015 | $986,000 | -13.4% | 13,670 | -16.3% | 0.36% | -15.7% |
| Q3 2015 | $1,139,000 | -14.4% | 16,336 | +0.0% | 0.43% | -8.0% |
| Q2 2015 | $1,331,000 | +3.2% | 16,328 | +0.1% | 0.46% | +0.4% |
| Q1 2015 | $1,290,000 | +7.5% | 16,309 | +4.6% | 0.46% | +4.3% |
| Q4 2014 | $1,200,000 | +33.2% | 15,591 | +20.3% | 0.44% | +20.7% |
| Q3 2014 | $901,000 | -8.7% | 12,961 | 0.0% | 0.37% | -3.9% |
| Q2 2014 | $987,000 | -1.5% | 12,961 | 0.0% | 0.38% | -13.2% |
| Q1 2014 | $1,002,000 | -20.7% | 12,961 | -23.0% | 0.44% | -21.8% |
| Q4 2013 | $1,264,000 | – | 16,832 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |