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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |