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 | $586,510 | -8.4% | 5,859 | 0.0% | 0.15% | -3.8% |
| Q2 2023 | $640,415 | +3.2% | 5,859 | -1.4% | 0.16% | +3.3% |
| Q1 2023 | $620,836 | -12.3% | 5,940 | -9.6% | 0.15% | -18.3% |
| Q4 2022 | $708,284 | +4.0% | 6,569 | -0.3% | 0.19% | +2.2% |
| Q3 2022 | $681,000 | -13.7% | 6,588 | -13.2% | 0.18% | -16.9% |
| Q2 2022 | $789,000 | -31.9% | 7,586 | -15.7% | 0.22% | -28.0% |
| Q1 2022 | $1,159,000 | -8.4% | 8,998 | -0.6% | 0.30% | +5.2% |
| Q4 2021 | $1,265,000 | -7.1% | 9,054 | -4.1% | 0.29% | -21.0% |
| Q3 2021 | $1,362,000 | -7.5% | 9,437 | -2.2% | 0.37% | -11.4% |
| Q2 2021 | $1,472,000 | -5.2% | 9,647 | -8.7% | 0.41% | -14.3% |
| Q1 2021 | $1,553,000 | +9.8% | 10,570 | -11.4% | 0.48% | -5.5% |
| Q4 2020 | $1,415,000 | +16.9% | 11,929 | -10.8% | 0.51% | +7.1% |
| Q3 2020 | $1,210,000 | -0.7% | 13,373 | -4.2% | 0.48% | -20.7% |
| Q2 2020 | $1,218,000 | +5.0% | 13,959 | -19.4% | 0.60% | -23.2% |
| Q1 2020 | $1,160,000 | -35.6% | 17,311 | -4.4% | 0.78% | -22.2% |
| Q4 2019 | $1,802,000 | +4.6% | 18,116 | -7.3% | 1.00% | -1.2% |
| Q3 2019 | $1,723,000 | -26.3% | 19,542 | -22.5% | 1.02% | -42.5% |
| Q1 2019 | $2,339,000 | – | 25,221 | – | 1.77% | – |
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% |