ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $683,059 | -6.4% | 6,824 | +2.2% | 0.18% | -1.7% |
| Q2 2023 | $729,880 | +5.1% | 6,678 | +0.5% | 0.18% | 0.0% |
| Q1 2023 | $694,138 | -2.5% | 6,642 | +0.6% | 0.18% | -7.7% |
| Q4 2022 | $711,918 | +4.2% | 6,602 | -0.1% | 0.19% | +2.6% |
| Q3 2022 | $683,000 | 0.0% | 6,609 | +0.6% | 0.19% | +3.3% |
| Q2 2022 | $683,000 | -18.0% | 6,570 | +1.6% | 0.18% | -6.6% |
| Q1 2022 | $833,000 | -7.8% | 6,465 | +0.0% | 0.20% | -5.3% |
| Q4 2021 | $903,000 | -3.5% | 6,464 | -0.4% | 0.21% | -12.3% |
| Q3 2021 | $936,000 | -0.7% | 6,487 | +5.0% | 0.24% | -2.1% |
| Q2 2021 | $943,000 | +7.3% | 6,180 | +3.3% | 0.24% | -1.6% |
| Q1 2021 | $879,000 | +21.1% | 5,985 | -2.2% | 0.24% | +11.4% |
| Q4 2020 | $726,000 | +29.0% | 6,121 | -1.8% | 0.22% | +11.1% |
| Q3 2020 | $563,000 | +3.5% | 6,232 | -1.1% | 0.20% | -2.9% |
| Q2 2020 | $544,000 | +45.5% | 6,301 | +5.4% | 0.20% | +14.6% |
| Q1 2020 | $374,000 | -36.3% | 5,980 | +0.9% | 0.18% | -9.2% |
| Q4 2019 | $587,000 | +13.5% | 5,925 | -1.3% | 0.20% | +4.3% |
| Q3 2019 | $517,000 | +11.7% | 6,004 | +21.4% | 0.19% | +8.7% |
| Q2 2019 | $463,000 | -7.4% | 4,945 | -7.7% | 0.17% | -14.8% |
| Q1 2019 | $500,000 | +8.5% | 5,358 | -4.2% | 0.20% | -3.3% |
| Q4 2018 | $461,000 | – | 5,595 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |