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 | $97,598 | -8.4% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $106,568 | +4.6% | 975 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $101,897 | -3.1% | 975 | 0.0% | 0.00% | -40.0% |
| Q4 2022 | $105,134 | +4.1% | 975 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $101,000 | 0.0% | 975 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $101,000 | -20.5% | 975 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $127,000 | -37.1% | 975 | -32.7% | 0.01% | -28.6% |
| Q4 2021 | $202,000 | -27.3% | 1,448 | -24.8% | 0.01% | -36.4% |
| Q3 2021 | $278,000 | -5.4% | 1,925 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $294,000 | +3.9% | 1,925 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $283,000 | +24.1% | 1,925 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $228,000 | +31.0% | 1,925 | 0.0% | 0.01% | +9.1% |
| Q3 2020 | $174,000 | +4.2% | 1,925 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $167,000 | +29.5% | 1,925 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $129,000 | -32.8% | 1,925 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $192,000 | +12.9% | 1,925 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $170,000 | +8400.0% | 1,925 | +7920.8% | 0.02% | – |
| Q4 2017 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | – | 24 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |