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 | $856,856 | -8.1% | 8,560 | +0.3% | 0.53% | -8.4% |
| Q2 2023 | $932,548 | +5.4% | 8,532 | +0.8% | 0.58% | -3.6% |
| Q1 2023 | $884,991 | +2.3% | 8,468 | +5.5% | 0.60% | -5.6% |
| Q4 2022 | $865,444 | +6.5% | 8,026 | +2.0% | 0.64% | -1.4% |
| Q3 2022 | $813,000 | -9.7% | 7,865 | -9.1% | 0.65% | -5.1% |
| Q2 2022 | $900,000 | +18.0% | 8,653 | +46.2% | 0.68% | +23.7% |
| Q1 2022 | $763,000 | +0.4% | 5,918 | +8.7% | 0.55% | +10.6% |
| Q4 2021 | $760,000 | +79.7% | 5,442 | +85.5% | 0.50% | +73.0% |
| Q3 2021 | $423,000 | -6.4% | 2,933 | -1.0% | 0.29% | -8.5% |
| Q2 2021 | $452,000 | +0.7% | 2,963 | -3.0% | 0.32% | -9.7% |
| Q1 2021 | $449,000 | -14.1% | 3,056 | -30.7% | 0.35% | -31.9% |
| Q4 2020 | $523,000 | +160.2% | 4,411 | +91.8% | 0.51% | +124.5% |
| Q2 2020 | $201,000 | -18.0% | 2,300 | -6.7% | 0.23% | -10.9% |
| Q4 2019 | $245,000 | +10.4% | 2,466 | -2.2% | 0.26% | +42.0% |
| Q3 2019 | $222,000 | -5.5% | 2,521 | 0.0% | 0.18% | -6.7% |
| Q2 2019 | $235,000 | -3.3% | 2,521 | -3.8% | 0.19% | -3.0% |
| Q1 2019 | $243,000 | +8.5% | 2,621 | -3.6% | 0.20% | -2.4% |
| Q4 2018 | $224,000 | -22.5% | 2,719 | 0.0% | 0.20% | -14.6% |
| Q3 2018 | $289,000 | -3.3% | 2,719 | -4.1% | 0.24% | -4.0% |
| Q2 2018 | $299,000 | +4.9% | 2,835 | -4.5% | 0.25% | +1.2% |
| Q1 2018 | $285,000 | -0.7% | 2,968 | 0.0% | 0.25% | -2.0% |
| Q4 2017 | $287,000 | +2.5% | 2,968 | 0.0% | 0.25% | -1.6% |
| Q3 2017 | $280,000 | +6.1% | 2,968 | 0.0% | 0.26% | +2.8% |
| Q2 2017 | $264,000 | +3.9% | 2,968 | 0.0% | 0.25% | +0.8% |
| Q1 2017 | $254,000 | -0.4% | 2,968 | 0.0% | 0.25% | -4.6% |
| Q4 2016 | $255,000 | – | 2,968 | – | 0.26% | – |
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% |