ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |