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 ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |