ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |