ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,149 | -2.6% | 21,470 | +6.4% | 0.95% | -1.4% |
| Q2 2023 | $2,206 | +6.8% | 20,179 | +2.1% | 0.97% | -2.6% |
| Q1 2023 | $2,066 | +3.5% | 19,768 | +6.7% | 0.99% | -1.6% |
| Q4 2022 | $1,997 | -99.9% | 18,519 | -11.1% | 1.01% | -19.5% |
| Q3 2022 | $2,154,000 | +2.1% | 20,832 | +2.7% | 1.25% | +7.8% |
| Q2 2022 | $2,110,000 | +35.6% | 20,294 | +68.0% | 1.16% | +54.5% |
| Q1 2022 | $1,556,000 | -34.8% | 12,079 | -29.3% | 0.75% | -33.7% |
| Q4 2021 | $2,388,000 | +71.7% | 17,090 | +77.4% | 1.13% | +50.8% |
| Q3 2021 | $1,391,000 | +47.2% | 9,636 | +55.6% | 0.75% | +41.6% |
| Q2 2021 | $945,000 | – | 6,194 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |