ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,184 | -8.4% | 4,787 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $523,225 | +1.3% | 4,787 | -3.2% | 0.04% | -12.5% |
| Q1 2023 | $516,673 | -2.8% | 4,944 | +0.3% | 0.05% | +4.3% |
| Q4 2022 | $531,658 | +4.7% | 4,931 | +0.4% | 0.05% | -8.0% |
| Q3 2022 | $508,000 | 0.0% | 4,913 | +0.4% | 0.05% | -2.0% |
| Q2 2022 | $508,000 | -19.1% | 4,891 | +0.3% | 0.05% | -7.3% |
| Q1 2022 | $628,000 | -10.2% | 4,877 | -2.4% | 0.06% | +5.8% |
| Q4 2021 | $699,000 | -2.8% | 4,999 | +0.4% | 0.05% | -11.9% |
| Q3 2021 | $719,000 | -5.1% | 4,979 | +0.2% | 0.06% | -4.8% |
| Q2 2021 | $758,000 | +3.8% | 4,969 | +0.1% | 0.06% | -7.5% |
| Q1 2021 | $730,000 | +23.9% | 4,966 | +0.1% | 0.07% | +31.4% |
| Q4 2020 | $589,000 | +31.8% | 4,960 | +0.3% | 0.05% | +4.1% |
| Q3 2020 | $447,000 | +4.0% | 4,945 | +0.3% | 0.05% | -3.9% |
| Q2 2020 | $430,000 | – | 4,928 | – | 0.05% | – |
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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% |