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 | $9,910 | -8.4% | 99 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,821 | +4.6% | 99 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,346 | -3.1% | 99 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,675 | +6.8% | 99 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -23.1% | 99 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -7.1% | 99 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | -36.4% | 99 | -36.1% | 0.00% | -50.0% |
| Q3 2021 | $22,000 | +46.7% | 155 | +56.6% | 0.00% | +100.0% |
| Q2 2021 | $15,000 | 0.0% | 99 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $15,000 | -50.0% | 99 | -60.4% | 0.00% | -50.0% |
| Q4 2020 | $30,000 | +30.4% | 250 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $23,000 | +4.5% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | +29.4% | 250 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $17,000 | -55.3% | 250 | -34.6% | 0.00% | -50.0% |
| Q4 2019 | $38,000 | +72.7% | 382 | +52.8% | 0.01% | +60.0% |
| Q3 2019 | $22,000 | -4.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +9.5% | 250 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -22.2% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $27,000 | +3.8% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $26,000 | +8.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $24,000 | – | 250 | – | 0.01% | – |
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% |