ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 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 ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |