ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $209,000 | -8.3% | 1,623 | -0.6% | 0.04% | +5.1% |
| Q4 2021 | $228,000 | -21.4% | 1,632 | -18.9% | 0.04% | -26.4% |
| Q3 2021 | $290,000 | -4.9% | 2,012 | +0.7% | 0.05% | -5.4% |
| Q2 2021 | $305,000 | -64.9% | 1,999 | -66.2% | 0.06% | -67.3% |
| Q1 2021 | $868,000 | +245.8% | 5,907 | +179.6% | 0.17% | +205.4% |
| Q4 2020 | $251,000 | +24.9% | 2,113 | -8.3% | 0.06% | -3.4% |
| Q2 2020 | $201,000 | -4.3% | 2,303 | +8.9% | 0.06% | -10.8% |
| Q4 2019 | $210,000 | – | 2,115 | – | 0.06% | – |
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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% |