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 | $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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |