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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $113,000 | -7.4% | 875 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $122,000 | -54.3% | 875 | -52.7% | 0.03% | -56.7% |
| Q3 2021 | $267,000 | -5.3% | 1,848 | 0.0% | 0.06% | -6.2% |
| Q2 2021 | $282,000 | +3.7% | 1,848 | 0.0% | 0.06% | -5.9% |
| Q1 2021 | $272,000 | +24.2% | 1,848 | 0.0% | 0.07% | +70.0% |
| Q4 2020 | $219,000 | +31.1% | 1,848 | 0.0% | 0.04% | +14.3% |
| Q3 2020 | $167,000 | +3.7% | 1,848 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $161,000 | -5.3% | 1,848 | -27.2% | 0.04% | -20.5% |
| Q1 2020 | $170,000 | -32.5% | 2,538 | 0.0% | 0.04% | -18.5% |
| Q4 2019 | $252,000 | +12.5% | 2,538 | 0.0% | 0.05% | +35.0% |
| Q3 2019 | $224,000 | -19.4% | 2,538 | -3.5% | 0.04% | -36.5% |
| Q2 2019 | $278,000 | +18.3% | 2,630 | +3.6% | 0.06% | +40.0% |
| Q1 2019 | $235,000 | +8.3% | 2,538 | -3.5% | 0.04% | -4.3% |
| Q4 2018 | $217,000 | -22.5% | 2,630 | 0.0% | 0.05% | -16.1% |
| Q3 2018 | $280,000 | +1.1% | 2,630 | 0.0% | 0.06% | -6.7% |
| Q2 2018 | $277,000 | +9.5% | 2,630 | 0.0% | 0.06% | +7.1% |
| Q1 2018 | $253,000 | +4.1% | 2,630 | +3.6% | 0.06% | -1.8% |
| Q4 2017 | $243,000 | – | 2,538 | – | 0.06% | – |
Download | ||||||
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% |