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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $416,871 | -48.3% | 3,866 | -50.4% | 0.20% | -50.7% |
| Q3 2022 | $806,000 | +9.7% | 7,795 | +10.3% | 0.40% | +11.0% |
| Q2 2022 | $735,000 | -26.9% | 7,068 | -9.3% | 0.36% | -24.3% |
| Q1 2022 | $1,005,000 | -8.1% | 7,797 | -0.4% | 0.48% | -8.3% |
| Q4 2021 | $1,094,000 | +8.0% | 7,828 | +11.5% | 0.52% | -2.6% |
| Q3 2021 | $1,013,000 | +15.9% | 7,022 | +17.5% | 0.54% | +6.6% |
| Q2 2021 | $874,000 | -7.1% | 5,977 | -8.6% | 0.50% | -15.2% |
| Q1 2021 | $941,000 | -20.5% | 6,537 | -34.5% | 0.59% | -21.0% |
| Q4 2020 | $1,184,000 | +22.9% | 9,976 | -6.2% | 0.75% | +12.6% |
| Q3 2020 | $963,000 | +1.0% | 10,640 | -2.5% | 0.66% | -7.5% |
| Q2 2020 | $953,000 | +24.9% | 10,917 | -4.1% | 0.72% | +2.1% |
| Q1 2020 | $763,000 | -31.1% | 11,383 | +2.3% | 0.70% | -18.3% |
| Q4 2019 | $1,107,000 | +16.9% | 11,123 | +3.6% | 0.86% | +3.4% |
| Q3 2019 | $947,000 | -16.4% | 10,738 | -11.7% | 0.83% | -8.5% |
| Q2 2019 | $1,133,000 | -15.4% | 12,155 | -15.8% | 0.91% | -12.0% |
| Q1 2019 | $1,339,000 | -26.3% | 14,433 | -34.5% | 1.04% | -15.6% |
| Q4 2018 | $1,817,000 | +3.7% | 22,042 | +33.8% | 1.23% | +33.7% |
| Q3 2018 | $1,752,000 | +38.0% | 16,480 | +37.1% | 0.92% | +34.9% |
| Q2 2018 | $1,270,000 | -15.1% | 12,022 | -22.8% | 0.68% | -18.5% |
| Q1 2018 | $1,496,000 | -20.5% | 15,576 | -20.7% | 0.83% | -21.1% |
| Q4 2017 | $1,881,000 | -62.1% | 19,649 | -62.6% | 1.06% | -62.0% |
| Q3 2017 | $4,962,000 | -8.4% | 52,531 | -13.7% | 2.78% | -10.4% |
| Q2 2017 | $5,415,000 | +11.2% | 60,894 | +7.1% | 3.11% | +3.8% |
| Q1 2017 | $4,871,000 | +15.5% | 56,868 | +15.7% | 2.99% | +2.5% |
| Q4 2016 | $4,219,000 | +20.7% | 49,144 | +9.7% | 2.92% | +23.9% |
| Q3 2016 | $3,494,000 | +16.0% | 44,786 | +5.2% | 2.36% | +9.7% |
| Q2 2016 | $3,012,000 | +14.2% | 42,589 | +9.7% | 2.15% | +10.3% |
| Q1 2016 | $2,638,000 | -4.0% | 38,839 | +1.9% | 1.95% | -5.1% |
| Q4 2015 | $2,749,000 | -9.3% | 38,132 | -12.3% | 2.05% | -16.5% |
| Q3 2015 | $3,032,000 | -30.0% | 43,472 | -18.2% | 2.46% | -30.4% |
| Q2 2015 | $4,334,000 | -1.7% | 53,158 | -4.7% | 3.53% | -2.6% |
| Q1 2015 | $4,410,000 | -45.3% | 55,772 | -46.8% | 3.62% | -6.4% |
| Q4 2014 | $8,067,000 | – | 104,748 | – | 3.87% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |