ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,764 | -53.3% | 1,096 | -50.0% | 0.01% | 0.0% |
| Q2 2023 | $235,188 | -6.1% | 2,192 | -8.0% | 0.01% | -54.5% |
| Q1 2023 | $250,579 | +36058.6% | 2,382 | -63.5% | 0.01% | -42.1% |
| Q4 2022 | $693 | -99.9% | 6,527 | -2.8% | 0.02% | 0.0% |
| Q3 2022 | $715,000 | +51.2% | 6,717 | +51.9% | 0.02% | +26.7% |
| Q2 2022 | $473,000 | -42.5% | 4,422 | -42.8% | 0.02% | +50.0% |
| Q1 2022 | $823,000 | +585.8% | 7,733 | +795.0% | 0.01% | +400.0% |
| Q4 2021 | $120,000 | -3.2% | 864 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $124,000 | -5.3% | 861 | +0.1% | 0.00% | -33.3% |
| Q2 2021 | $131,000 | +555.0% | 860 | +523.2% | 0.00% | – |
| Q1 2021 | $20,000 | +25.0% | 138 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $16,000 | – | 138 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $8,000 | -87.9% | 94 | -86.8% | 0.00% | -88.9% |
| Q1 2019 | $66,000 | -63.3% | 711 | -67.7% | 0.01% | -18.2% |
| Q4 2018 | $180,000 | -23.1% | 2,204 | +0.1% | 0.01% | +10.0% |
| Q3 2018 | $234,000 | +16.4% | 2,202 | +15.8% | 0.01% | +25.0% |
| Q2 2018 | $201,000 | +43.6% | 1,902 | +30.5% | 0.01% | +33.3% |
| Q1 2018 | $140,000 | 0.0% | 1,458 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $140,000 | -10.8% | 1,458 | -12.2% | 0.01% | 0.0% |
| Q3 2017 | $157,000 | +6.8% | 1,660 | +0.1% | 0.01% | 0.0% |
| Q2 2017 | $147,000 | +5.8% | 1,658 | +2.1% | 0.01% | 0.0% |
| Q1 2017 | $139,000 | +6.1% | 1,624 | +6.8% | 0.01% | 0.0% |
| Q4 2016 | $131,000 | +27.2% | 1,521 | +15.3% | 0.01% | +20.0% |
| Q3 2016 | $103,000 | +53.7% | 1,319 | +39.6% | 0.01% | +25.0% |
| Q2 2016 | $67,000 | +1.5% | 945 | +32.9% | 0.00% | -55.6% |
| Q1 2016 | $66,000 | +53.5% | 711 | +19.7% | 0.01% | +200.0% |
| Q4 2015 | $43,000 | – | 594 | – | 0.00% | – |
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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% |