ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,432,231 | -9.8% | 14,308 | -1.5% | 0.51% | -7.9% |
| Q2 2023 | $1,587,692 | -8.7% | 14,526 | -12.7% | 0.55% | -9.5% |
| Q1 2023 | $1,738,034 | -18.0% | 16,630 | -15.4% | 0.61% | -17.7% |
| Q4 2022 | $2,118,635 | -0.8% | 19,648 | -4.9% | 0.74% | -8.8% |
| Q3 2022 | $2,136,000 | +0.2% | 20,668 | +0.8% | 0.82% | +11.9% |
| Q2 2022 | $2,131,000 | -24.1% | 20,502 | -5.9% | 0.73% | -8.1% |
| Q1 2022 | $2,807,000 | -4.8% | 21,785 | +3.3% | 0.79% | -2.5% |
| Q4 2021 | $2,947,000 | -4.6% | 21,097 | -1.5% | 0.81% | -9.5% |
| Q3 2021 | $3,090,000 | -6.0% | 21,410 | -0.6% | 0.90% | -6.0% |
| Q2 2021 | $3,288,000 | +3.3% | 21,548 | -0.5% | 0.96% | +8.5% |
| Q1 2021 | $3,182,000 | +40.3% | 21,660 | +13.3% | 0.88% | +29.6% |
| Q4 2020 | $2,268,000 | +83.5% | 19,123 | +40.0% | 0.68% | +64.8% |
| Q3 2020 | $1,236,000 | -1.3% | 13,663 | -4.8% | 0.41% | -6.8% |
| Q2 2020 | $1,252,000 | -10.2% | 14,352 | -31.0% | 0.44% | -24.1% |
| Q1 2020 | $1,394,000 | -65.3% | 20,806 | -48.5% | 0.58% | -62.8% |
| Q4 2019 | $4,019,000 | +14.3% | 40,397 | +1.2% | 1.56% | +7.9% |
| Q3 2019 | $3,517,000 | -17.8% | 39,899 | -13.1% | 1.45% | -18.1% |
| Q2 2019 | $4,279,000 | +1.4% | 45,926 | +0.9% | 1.77% | -1.7% |
| Q1 2019 | $4,221,000 | +14.1% | 45,513 | +1.4% | 1.80% | +1.8% |
| Q4 2018 | $3,700,000 | -30.6% | 44,878 | -10.5% | 1.77% | -34.6% |
| Q3 2018 | $5,331,000 | -3.0% | 50,153 | -3.6% | 2.70% | +2.0% |
| Q2 2018 | $5,494,000 | +11.8% | 52,020 | +1.6% | 2.65% | +34.7% |
| Q1 2018 | $4,915,000 | +4.0% | 51,176 | +3.6% | 1.97% | +5.6% |
| Q4 2017 | $4,727,000 | +8.9% | 49,396 | +7.5% | 1.86% | -4.5% |
| Q3 2017 | $4,340,000 | +12.9% | 45,953 | +6.3% | 1.95% | +7.6% |
| Q2 2017 | $3,845,000 | +4.8% | 43,247 | +1.0% | 1.81% | +1.4% |
| Q1 2017 | $3,668,000 | -19.6% | 42,826 | -19.4% | 1.79% | -23.3% |
| Q4 2016 | $4,560,000 | +9.7% | 53,125 | -0.3% | 2.33% | +7.4% |
| Q3 2016 | $4,158,000 | +1.0% | 53,306 | -8.4% | 2.17% | +6.9% |
| Q2 2016 | $4,115,000 | -10.9% | 58,182 | -14.5% | 2.03% | -12.6% |
| Q1 2016 | $4,619,000 | – | 68,013 | – | 2.32% | – |
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% |