ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 188 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,028,178 | -4.0% | 90,189 | +4.8% | 0.01% | -23.5% |
| Q2 2023 | $9,408,362 | -7.7% | 86,071 | -11.8% | 0.02% | -10.5% |
| Q1 2023 | $10,193,548 | +6.1% | 97,546 | +9.5% | 0.02% | 0.0% |
| Q4 2022 | $9,603,129 | +8.1% | 89,070 | +3.7% | 0.02% | -5.0% |
| Q3 2022 | $8,883,000 | +3.2% | 85,916 | +3.7% | 0.02% | +5.3% |
| Q2 2022 | $8,610,000 | -12.1% | 82,818 | +8.1% | 0.02% | 0.0% |
| Q1 2022 | $9,795,000 | -8.1% | 76,581 | +0.4% | 0.02% | -5.0% |
| Q4 2021 | $10,655,000 | +6.7% | 76,242 | +10.3% | 0.02% | -4.8% |
| Q3 2021 | $9,982,000 | -13.7% | 69,150 | -8.7% | 0.02% | -16.0% |
| Q2 2021 | $11,564,000 | -1.6% | 75,775 | -5.3% | 0.02% | -10.7% |
| Q1 2021 | $11,755,000 | +143.1% | 79,987 | +96.3% | 0.03% | +115.4% |
| Q4 2020 | $4,835,000 | +24.3% | 40,741 | -5.4% | 0.01% | +8.3% |
| Q3 2020 | $3,891,000 | +1.0% | 43,053 | -2.4% | 0.01% | -7.7% |
| Q2 2020 | $3,853,000 | +28.4% | 44,127 | -1.5% | 0.01% | +8.3% |
| Q1 2020 | $3,000,000 | – | 44,781 | – | 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% |