ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,612 | -1.3% | 5,229 | +7.3% | 0.12% | +5.3% |
| Q2 2023 | $532,764 | +13.0% | 4,874 | +8.1% | 0.11% | +14.1% |
| Q1 2023 | $471,340 | -6.2% | 4,510 | -3.2% | 0.10% | -3.9% |
| Q4 2022 | $502,596 | -28.0% | 4,661 | -31.0% | 0.10% | -35.6% |
| Q3 2022 | $698,000 | +16.9% | 6,752 | +17.6% | 0.16% | +7.4% |
| Q2 2022 | $597,000 | +231.7% | 5,741 | +310.1% | 0.15% | +282.1% |
| Q1 2022 | $180,000 | – | 1,400 | – | 0.04% | – |
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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% |