ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,293 | -16.2% | 3,017 | -8.9% | 0.04% | -2.6% |
| Q2 2023 | $362,002 | +4.6% | 3,312 | 0.0% | 0.04% | -2.5% |
| Q1 2023 | $346,137 | -86.3% | 3,312 | -85.9% | 0.04% | -84.8% |
| Q4 2022 | $2,528,506 | +538.5% | 23,449 | +511.8% | 0.26% | +471.7% |
| Q3 2022 | $396,000 | -0.5% | 3,833 | 0.0% | 0.05% | +9.5% |
| Q2 2022 | $398,000 | -23.0% | 3,833 | -4.5% | 0.04% | -17.6% |
| Q1 2022 | $517,000 | -3.2% | 4,013 | +4.9% | 0.05% | +2.0% |
| Q4 2021 | $534,000 | +3.5% | 3,825 | +6.9% | 0.05% | -9.1% |
| Q3 2021 | $516,000 | +62.3% | 3,578 | +71.4% | 0.06% | +66.7% |
| Q2 2021 | $318,000 | +15.2% | 2,087 | +11.2% | 0.03% | +3.1% |
| Q1 2021 | $276,000 | – | 1,876 | – | 0.03% | – |
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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% |