ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,162 | -9.4% | 2,619 | -1.0% | 0.03% | +12.5% |
| Q2 2023 | $289,214 | +4.6% | 2,646 | 0.0% | 0.02% | -14.3% |
| Q1 2023 | $276,537 | -11.8% | 2,646 | -9.0% | 0.03% | 0.0% |
| Q4 2022 | $313,677 | +2.5% | 2,909 | -1.7% | 0.03% | -3.4% |
| Q3 2022 | $306,000 | -3.2% | 2,959 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $316,000 | -17.1% | 2,959 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $381,000 | -14.2% | 2,959 | -6.9% | 0.03% | -17.1% |
| Q4 2021 | $444,000 | -1.3% | 3,180 | +2.1% | 0.04% | -14.6% |
| Q3 2021 | $450,000 | -3.8% | 3,115 | +1.5% | 0.04% | -4.7% |
| Q2 2021 | $468,000 | +4.0% | 3,069 | +0.2% | 0.04% | -4.4% |
| Q1 2021 | $450,000 | +1.1% | 3,063 | -18.3% | 0.04% | -11.8% |
| Q4 2020 | $445,000 | -9.0% | 3,748 | -33.2% | 0.05% | -25.0% |
| Q2 2020 | $489,000 | +31.8% | 5,608 | +1.2% | 0.07% | +580.0% |
| Q1 2020 | $371,000 | -32.7% | 5,542 | 0.0% | 0.01% | -89.5% |
| Q4 2019 | $551,000 | +13.6% | 5,542 | +0.8% | 0.10% | +4.4% |
| Q3 2019 | $485,000 | +1.5% | 5,499 | +7.3% | 0.09% | -4.2% |
| Q2 2019 | $478,000 | +7.7% | 5,124 | +7.0% | 0.10% | -1.0% |
| Q1 2019 | $444,000 | +17.5% | 4,787 | +4.5% | 0.10% | -1.0% |
| Q4 2018 | $378,000 | -10.2% | 4,580 | +15.6% | 0.10% | +2.1% |
| Q3 2018 | $421,000 | -0.5% | 3,961 | -1.1% | 0.10% | -5.0% |
| Q2 2018 | $423,000 | +12.5% | 4,007 | +2.3% | 0.10% | +5.3% |
| Q1 2018 | $376,000 | – | 3,915 | – | 0.10% | – |
Download | ||||||
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% |