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 | $238,246 | -16.6% | 2,380 | -9.0% | 0.02% | -15.8% |
| Q2 2023 | $285,719 | +4.6% | 2,614 | +0.0% | 0.02% | +5.6% |
| Q1 2023 | $273,073 | -3.0% | 2,613 | +0.0% | 0.02% | -10.0% |
| Q4 2022 | $281,605 | +4.3% | 2,612 | +0.2% | 0.02% | 0.0% |
| Q3 2022 | $270,000 | -0.4% | 2,607 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $271,000 | -60.0% | 2,607 | -50.4% | 0.02% | -56.5% |
| Q1 2022 | $677,000 | +104.5% | 5,254 | +121.5% | 0.05% | +76.9% |
| Q4 2021 | $331,000 | -3.2% | 2,372 | +0.1% | 0.03% | -13.3% |
| Q3 2021 | $342,000 | -5.3% | 2,369 | 0.0% | 0.03% | -6.2% |
| Q2 2021 | $361,000 | +3.7% | 2,369 | +0.0% | 0.03% | -8.6% |
| Q1 2021 | $348,000 | – | 2,368 | – | 0.04% | – |
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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% |