ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,199 | -9.8% | 4,987 | -1.5% | 0.26% | -3.0% |
| Q2 2023 | $553,605 | +1.8% | 5,065 | -2.6% | 0.26% | -3.6% |
| Q1 2023 | $543,557 | -13.4% | 5,201 | -10.7% | 0.27% | -13.6% |
| Q4 2022 | $627,678 | +4.3% | 5,821 | 0.0% | 0.32% | -5.1% |
| Q3 2022 | $602,000 | -7.1% | 5,821 | -6.6% | 0.33% | +1.2% |
| Q2 2022 | $648,000 | -19.3% | 6,232 | 0.0% | 0.33% | -7.0% |
| Q1 2022 | $803,000 | -19.2% | 6,232 | -12.4% | 0.36% | -20.8% |
| Q4 2021 | $994,000 | -3.1% | 7,111 | 0.0% | 0.45% | -9.5% |
| Q3 2021 | $1,026,000 | -5.4% | 7,111 | 0.0% | 0.50% | -6.1% |
| Q2 2021 | $1,085,000 | +2.4% | 7,111 | -1.4% | 0.53% | -2.2% |
| Q1 2021 | $1,060,000 | +14.3% | 7,215 | -7.7% | 0.54% | +3.5% |
| Q4 2020 | $927,000 | +27.7% | 7,815 | -2.6% | 0.52% | +14.5% |
| Q3 2020 | $726,000 | -2.2% | 8,027 | -5.6% | 0.46% | -3.8% |
| Q2 2020 | $742,000 | +31.6% | 8,500 | +1.0% | 0.47% | +13.7% |
| Q1 2020 | $564,000 | +23.4% | 8,412 | +83.2% | 0.42% | +43.0% |
| Q4 2019 | $457,000 | +12.8% | 4,591 | 0.0% | 0.29% | +8.6% |
| Q3 2019 | $405,000 | -5.4% | 4,591 | 0.0% | 0.27% | -4.6% |
| Q2 2019 | $428,000 | +0.5% | 4,591 | +0.0% | 0.28% | -2.8% |
| Q1 2019 | $426,000 | +12.7% | 4,590 | 0.0% | 0.29% | -3.7% |
| Q4 2018 | $378,000 | +14.2% | 4,590 | +47.2% | 0.30% | +23.5% |
| Q3 2018 | $331,000 | -10.5% | 3,118 | -11.0% | 0.24% | -14.1% |
| Q2 2018 | $370,000 | – | 3,505 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |