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 | $464,340 | -0.7% | 4,639 | +8.4% | 0.22% | +3.2% |
| Q2 2023 | $467,755 | +4.2% | 4,280 | -0.3% | 0.22% | +2.8% |
| Q1 2023 | $448,691 | -15.2% | 4,293 | -12.5% | 0.21% | -17.6% |
| Q4 2022 | $528,872 | -4.4% | 4,905 | -8.3% | 0.26% | -11.4% |
| Q3 2022 | $553,000 | 0.0% | 5,347 | +0.4% | 0.29% | +5.5% |
| Q2 2022 | $553,000 | -19.3% | 5,324 | +0.2% | 0.27% | -4.9% |
| Q1 2022 | $685,000 | -7.4% | 5,314 | +0.4% | 0.29% | -23.6% |
| Q4 2021 | $740,000 | -2.4% | 5,294 | +0.9% | 0.38% | +11.5% |
| Q3 2021 | $758,000 | -24.0% | 5,249 | -19.7% | 0.34% | -22.8% |
| Q2 2021 | $997,000 | +3.9% | 6,535 | +0.1% | 0.44% | -0.9% |
| Q1 2021 | $960,000 | +23.4% | 6,531 | -0.4% | 0.44% | +11.3% |
| Q4 2020 | $778,000 | +31.6% | 6,558 | +0.3% | 0.40% | +11.8% |
| Q3 2020 | $591,000 | +3.9% | 6,538 | +0.4% | 0.36% | -1.9% |
| Q2 2020 | $569,000 | +23.2% | 6,515 | -5.5% | 0.36% | +6.2% |
| Q1 2020 | $462,000 | -31.7% | 6,893 | +1.4% | 0.34% | -6.8% |
| Q4 2019 | $676,000 | +10.8% | 6,796 | -1.8% | 0.37% | +5.5% |
| Q3 2019 | $610,000 | -6.2% | 6,924 | -0.7% | 0.35% | -8.4% |
| Q2 2019 | $650,000 | -3.4% | 6,974 | -3.8% | 0.38% | -6.2% |
| Q1 2019 | $673,000 | +14.8% | 7,252 | +2.1% | 0.40% | -1.9% |
| Q4 2018 | $586,000 | -23.5% | 7,104 | -1.5% | 0.41% | -14.2% |
| Q3 2018 | $766,000 | +13.1% | 7,209 | +12.4% | 0.48% | +3.0% |
| Q2 2018 | $677,000 | -1.2% | 6,414 | -10.0% | 0.47% | -2.7% |
| Q1 2018 | $685,000 | +0.7% | 7,128 | +0.3% | 0.48% | +4.1% |
| Q4 2017 | $680,000 | +1.9% | 7,107 | +0.6% | 0.46% | -4.6% |
| Q3 2017 | $667,000 | +6.5% | 7,062 | +0.3% | 0.48% | -0.8% |
| Q2 2017 | $626,000 | +4.3% | 7,043 | +0.5% | 0.49% | +1.0% |
| Q1 2017 | $600,000 | -0.5% | 7,005 | -0.2% | 0.48% | -6.2% |
| Q4 2016 | $603,000 | +10.8% | 7,020 | +0.7% | 0.51% | +14.0% |
| Q3 2016 | $544,000 | +11.0% | 6,971 | +0.5% | 0.45% | +4.2% |
| Q2 2016 | $490,000 | +7.2% | 6,933 | +3.1% | 0.43% | +3.3% |
| Q1 2016 | $457,000 | -28.5% | 6,726 | -24.1% | 0.42% | -31.2% |
| Q4 2015 | $639,000 | – | 8,861 | – | 0.61% | – |
Download | ||||||
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% |