ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 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 ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |