ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 188 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |