ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 181 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,619,353 | -3.1% | 15,491 | -0.1% | 0.09% | -15.7% |
| Q4 2022 | $1,671,581 | +10347.4% | 15,502 | +10098.7% | 0.10% | +10100.0% |
| Q2 2022 | $16,000 | -99.7% | 152 | -99.6% | 0.00% | -99.8% |
| Q4 2021 | $5,636,000 | -15.0% | 40,334 | -12.2% | 0.45% | -17.3% |
| Q3 2021 | $6,633,000 | -8.1% | 45,959 | -2.9% | 0.54% | -8.6% |
| Q2 2021 | $7,220,000 | +440.8% | 47,317 | +420.7% | 0.59% | +398.3% |
| Q1 2021 | $1,335,000 | +44400.0% | 9,088 | +22620.0% | 0.12% | +11800.0% |
| Q4 2018 | $3,000 | -99.8% | 40 | -99.7% | 0.00% | -99.8% |
| Q3 2018 | $1,276,000 | +175.0% | 12,002 | +171.2% | 0.42% | +287.2% |
| Q2 2018 | $464,000 | – | 4,426 | – | 0.11% | – |
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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% |