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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,822 | -8.4% | 218 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $23,828 | +4.6% | 218 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,784 | -0.9% | 218 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $23,000 | 0.0% | 218 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -17.9% | 218 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $28,000 | -6.7% | 218 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $30,000 | -3.2% | 218 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $31,000 | +158.3% | 218 | +175.9% | 0.01% | +180.0% |
| Q2 2021 | $12,000 | 0.0% | 79 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $12,000 | +33.3% | 79 | 0.0% | 0.01% | +100.0% |
| Q4 2020 | $9,000 | +28.6% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -37.5% | 79 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $8,000 | +14.3% | 79 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $7,000 | 0.0% | 79 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $7,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | – | 79 | – | 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% |