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 | $214,014 | -8.4% | 2,138 | 0.0% | 0.15% | -3.8% |
| Q2 2023 | $233,683 | +11.8% | 2,138 | +6.9% | 0.16% | +6.8% |
| Q1 2023 | $209,020 | -3.1% | 2,000 | 0.0% | 0.15% | -9.9% |
| Q4 2022 | $215,660 | +4.2% | 2,000 | 0.0% | 0.16% | -0.6% |
| Q3 2022 | $207,000 | +6.7% | 2,000 | +7.2% | 0.16% | +19.0% |
| Q2 2022 | $194,000 | -19.2% | 1,865 | 0.0% | 0.14% | -6.2% |
| Q1 2022 | $240,000 | -8.0% | 1,865 | 0.0% | 0.15% | -12.0% |
| Q4 2021 | $261,000 | -3.0% | 1,865 | 0.0% | 0.17% | +4.4% |
| Q3 2021 | $269,000 | -5.6% | 1,865 | 0.0% | 0.16% | -6.5% |
| Q2 2021 | $285,000 | +4.0% | 1,865 | 0.0% | 0.17% | +39.3% |
| Q1 2021 | $274,000 | +24.0% | 1,865 | 0.0% | 0.12% | -20.8% |
| Q4 2020 | $221,000 | +24.2% | 1,865 | -8.6% | 0.15% | -3.8% |
| Q2 2020 | $178,000 | -10.6% | 2,040 | -31.2% | 0.16% | -27.6% |
| Q1 2020 | $199,000 | -32.5% | 2,963 | 0.0% | 0.22% | -17.5% |
| Q4 2019 | $295,000 | +27.2% | 2,963 | +12.5% | 0.27% | +12.1% |
| Q3 2019 | $232,000 | +28.2% | 2,633 | +35.5% | 0.24% | +25.8% |
| Q2 2019 | $181,000 | -83.9% | 1,943 | -98.2% | 0.19% | +126.2% |
| Q1 2019 | $1,125,000 | – | 107,153 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |