ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,612 | -8.4% | 3,123 | 0.0% | 0.14% | -11.4% |
| Q2 2023 | $341,344 | +4.6% | 3,123 | 0.0% | 0.16% | 0.0% |
| Q1 2023 | $326,385 | +96750.1% | 3,123 | 0.0% | 0.16% | -13.2% |
| Q4 2022 | $337 | -99.9% | 3,123 | 0.0% | 0.18% | -25.4% |
| Q3 2022 | $323,000 | -0.3% | 3,123 | 0.0% | 0.24% | +3.8% |
| Q2 2022 | $324,000 | -19.4% | 3,123 | 0.0% | 0.24% | -13.3% |
| Q1 2022 | $402,000 | -7.8% | 3,123 | 0.0% | 0.27% | -8.1% |
| Q4 2021 | $436,000 | -3.3% | 3,123 | 0.0% | 0.30% | -9.8% |
| Q3 2021 | $451,000 | -5.5% | 3,123 | 0.0% | 0.33% | +7.6% |
| Q2 2021 | $477,000 | +3.9% | 3,123 | 0.0% | 0.30% | +1.7% |
| Q1 2021 | $459,000 | +23.7% | 3,123 | 0.0% | 0.30% | +14.6% |
| Q4 2020 | $371,000 | +13.1% | 3,123 | -13.8% | 0.26% | +19.7% |
| Q3 2020 | $328,000 | +3.8% | 3,624 | 0.0% | 0.22% | -2.2% |
| Q2 2020 | $316,000 | +14.9% | 3,624 | -11.6% | 0.22% | +0.9% |
| Q1 2020 | $275,000 | -48.3% | 4,101 | -23.2% | 0.22% | -41.8% |
| Q4 2019 | $532,000 | -36.1% | 5,343 | -43.5% | 0.38% | -31.9% |
| Q3 2019 | $833,000 | -5.4% | 9,455 | 0.0% | 0.56% | -5.4% |
| Q2 2019 | $881,000 | -12.3% | 9,455 | -12.7% | 0.59% | -30.6% |
| Q1 2019 | $1,005,000 | +56.5% | 10,832 | +39.0% | 0.85% | +51.0% |
| Q4 2018 | $642,000 | – | 7,792 | – | 0.56% | – |
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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% |