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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |