ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 199 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $350,732 | -6.7% | 3,101 | +0.0% | 0.04% | -9.1% |
| Q1 2024 | $375,730 | +4.5% | 3,100 | 0.0% | 0.04% | -2.2% |
| Q4 2023 | $359,693 | -46.4% | 3,100 | -57.0% | 0.04% | -72.0% |
| Q2 2019 | $671,154 | +0.5% | 7,202 | 0.0% | 0.16% | -5.3% |
| Q1 2019 | $668,058 | +12.5% | 7,202 | 0.0% | 0.17% | -2.3% |
| Q4 2018 | $594,000 | – | 7,202 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Frank, Rimerman Advisors LLC | 65,353 | $9,431,798 | 3.64% |
| ARKANSAS FINANCIAL GROUP, INC. | 95,015 | $13,713,000 | 3.01% |
| Schoolcraft Capital LLC | 51,915 | $7,492,353 | 2.51% |
| One Capital Management, LLC | 178,146 | $25,710,000 | 2.13% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 198,222 | $28,607,000 | 1.99% |
| MD Financial Management Inc. | 472,967 | $68,259,000 | 1.73% |
| Harborview Advisors, LLC | 21,283 | $3,072,000 | 1.72% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,338 | $5,677,000 | 1.62% |
| Marquette Asset Management, LLC | 41,432 | $5,979,000 | 1.34% |
| Efficient Advisors, LLC | 90,970 | $13,129,000 | 1.26% |