ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 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 ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |