ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |