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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $347,000 | +14.9% | 2,481 | +18.4% | 0.02% | +10.0% |
| Q3 2021 | $302,000 | -61.6% | 2,096 | -59.4% | 0.02% | -62.3% |
| Q2 2021 | $787,000 | +26.7% | 5,158 | +22.1% | 0.05% | +20.5% |
| Q1 2021 | $621,000 | -64.1% | 4,223 | -61.9% | 0.04% | -62.7% |
| Q4 2020 | $1,729,000 | +651.7% | 11,075 | +222.7% | 0.12% | +257.6% |
| Q1 2020 | $230,000 | -65.5% | 3,432 | -48.8% | 0.03% | -53.5% |
| Q4 2019 | $667,000 | +134.0% | 6,702 | +150.0% | 0.07% | +121.9% |
| Q3 2018 | $285,000 | +35.1% | 2,681 | +35.9% | 0.03% | +23.1% |
| Q2 2018 | $211,000 | – | 1,973 | – | 0.03% | – |
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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% |