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 | $77,177 | -8.4% | 771 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $84,270 | -9.2% | 771 | -13.2% | 0.00% | -33.3% |
| Q1 2023 | $92,805 | +13.1% | 888 | +16.7% | 0.01% | +20.0% |
| Q4 2022 | $82,059 | +5.2% | 761 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $78,000 | -53.6% | 761 | -52.3% | 0.01% | -37.5% |
| Q2 2022 | $168,000 | +25.4% | 1,594 | +52.7% | 0.01% | +33.3% |
| Q1 2022 | $134,000 | -7.6% | 1,044 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $145,000 | -5.2% | 1,044 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $153,000 | -3.2% | 1,044 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $158,000 | 0.0% | 1,044 | -3.5% | 0.01% | +50.0% |
| Q1 2021 | $158,000 | +4.6% | 1,082 | +0.5% | 0.00% | -33.3% |
| Q4 2020 | $151,000 | +7.1% | 1,077 | -33.1% | 0.01% | -14.3% |
| Q3 2020 | $141,000 | +4.4% | 1,610 | -0.3% | 0.01% | -12.5% |
| Q2 2020 | $135,000 | +14.4% | 1,615 | -10.8% | 0.01% | 0.0% |
| Q1 2020 | $118,000 | -34.4% | 1,810 | -0.2% | 0.01% | -20.0% |
| Q4 2019 | $180,000 | +12.5% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $160,000 | -9.6% | 1,813 | -4.6% | 0.01% | -9.1% |
| Q2 2019 | $177,000 | 0.0% | 1,901 | -0.5% | 0.01% | -8.3% |
| Q1 2019 | $177,000 | -44.3% | 1,911 | -49.6% | 0.01% | -50.0% |
| Q4 2018 | $318,000 | -0.3% | 3,794 | +26.1% | 0.02% | +14.3% |
| Q3 2018 | $319,000 | +65.3% | 3,009 | +64.3% | 0.02% | +40.0% |
| Q2 2018 | $193,000 | 0.0% | 1,831 | -9.0% | 0.02% | -11.8% |
| Q1 2018 | $193,000 | -7.2% | 2,013 | -7.5% | 0.02% | -10.5% |
| Q4 2017 | $208,000 | +3.0% | 2,176 | +1.4% | 0.02% | -5.0% |
| Q3 2017 | $202,000 | -1.5% | 2,146 | -7.1% | 0.02% | -4.8% |
| Q2 2017 | $205,000 | +4.1% | 2,309 | 0.0% | 0.02% | +5.0% |
| Q1 2017 | $197,000 | -3.4% | 2,309 | -3.0% | 0.02% | -25.9% |
| Q4 2016 | $204,000 | +39.7% | 2,381 | +27.0% | 0.03% | +35.0% |
| Q3 2016 | $146,000 | +16.8% | 1,875 | +6.2% | 0.02% | +11.1% |
| Q2 2016 | $125,000 | +20.2% | 1,766 | +15.8% | 0.02% | +12.5% |
| Q1 2016 | $104,000 | – | 1,525 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |