ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,410 | +1815.9% | 2,421 | +2061.6% | 0.01% | +1100.0% |
| Q2 2023 | $12,287 | -0.4% | 112 | -8.2% | 0.00% | 0.0% |
| Q1 2023 | $12,332 | -28.7% | 122 | -23.8% | 0.00% | 0.0% |
| Q4 2022 | $17,298 | -3.9% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | +157.1% | 160 | +128.6% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -27.3% | 70 | -7.9% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 76 | +8.6% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | -64.5% | 70 | -67.1% | 0.00% | -75.0% |
| Q1 2021 | $31,000 | +24.0% | 213 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $25,000 | +31.6% | 213 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | -80.2% | 213 | -80.7% | 0.00% | -80.0% |
| Q2 2020 | $96,000 | +28.0% | 1,101 | -2.0% | 0.02% | +7.1% |
| Q1 2020 | $75,000 | -35.9% | 1,124 | -4.6% | 0.01% | -22.2% |
| Q4 2019 | $117,000 | +8.3% | 1,178 | -4.0% | 0.02% | 0.0% |
| Q3 2019 | $108,000 | -5.3% | 1,227 | +0.4% | 0.02% | -18.2% |
| Q2 2019 | $114,000 | -36.3% | 1,222 | -36.6% | 0.02% | -48.8% |
| Q1 2019 | $179,000 | +6.5% | 1,926 | -5.5% | 0.04% | 0.0% |
| Q4 2018 | $168,000 | -25.3% | 2,038 | -3.6% | 0.04% | -15.7% |
| Q3 2018 | $225,000 | +73.1% | 2,114 | +71.5% | 0.05% | +54.5% |
| Q2 2018 | $130,000 | +8.3% | 1,233 | -1.5% | 0.03% | 0.0% |
| Q1 2018 | $120,000 | 0.0% | 1,252 | -0.2% | 0.03% | 0.0% |
| Q4 2017 | $120,000 | -9.8% | 1,255 | -10.6% | 0.03% | -40.0% |
| Q3 2017 | $133,000 | +6.4% | 1,404 | -0.4% | 0.06% | -6.8% |
| Q2 2017 | $125,000 | +20.2% | 1,409 | +15.5% | 0.06% | +1.7% |
| Q1 2017 | $104,000 | +31.6% | 1,220 | +32.6% | 0.06% | +9.4% |
| Q4 2016 | $79,000 | – | 920 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |