ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 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 ↓ |
|---|---|---|---|
| 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% |