ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $202,000 | -17.9% | 1,565 | -11.0% | 0.08% | -18.6% |
| Q4 2021 | $246,000 | -2.4% | 1,758 | +0.6% | 0.10% | -1.0% |
| Q3 2021 | $252,000 | -14.0% | 1,748 | -9.1% | 0.10% | -15.6% |
| Q2 2021 | $293,000 | +29.1% | 1,922 | +24.4% | 0.12% | +24.5% |
| Q1 2021 | $227,000 | -24.3% | 1,545 | -38.8% | 0.10% | -32.4% |
| Q4 2020 | $300,000 | +31.6% | 2,526 | +0.3% | 0.14% | +5.8% |
| Q3 2020 | $228,000 | +4.1% | 2,518 | +0.3% | 0.14% | -11.0% |
| Q2 2020 | $219,000 | -2.2% | 2,510 | +11.7% | 0.15% | -33.3% |
| Q4 2019 | $224,000 | -50.4% | 2,247 | +361.4% | 0.23% | +371.4% |
| Q1 2019 | $452,000 | -88.7% | 487 | -99.0% | 0.05% | -98.8% |
| Q4 2018 | $3,985,000 | +2359.9% | 48,338 | +3076.0% | 3.93% | +2502.0% |
| Q3 2018 | $162,000 | +5.9% | 1,522 | +4.7% | 0.15% | +4.9% |
| Q2 2018 | $153,000 | – | 1,453 | – | 0.14% | – |
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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% |