ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,805 | -2.0% | 2,046 | +36.9% | 0.01% | -22.2% |
| Q4 2021 | $209,000 | -4.6% | 1,495 | -1.3% | 0.01% | -10.0% |
| Q3 2021 | $219,000 | -6.0% | 1,515 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $233,000 | -30.9% | 1,515 | -58.3% | 0.01% | -76.5% |
| Q1 2019 | $337,000 | +12.0% | 3,630 | -0.7% | 0.05% | -22.7% |
| Q4 2018 | $301,000 | -15.4% | 3,655 | +9.2% | 0.07% | -8.3% |
| Q3 2018 | $356,000 | +1.7% | 3,348 | +1.1% | 0.07% | -14.3% |
| Q2 2018 | $350,000 | +1.4% | 3,310 | -7.9% | 0.08% | -2.3% |
| Q1 2018 | $345,000 | -5.5% | 3,593 | -5.8% | 0.09% | -33.8% |
| Q4 2017 | $365,000 | +0.8% | 3,813 | -0.6% | 0.13% | -18.2% |
| Q3 2017 | $362,000 | -0.3% | 3,835 | -6.1% | 0.16% | -15.0% |
| Q2 2017 | $363,000 | +3.1% | 4,084 | -0.7% | 0.19% | -10.5% |
| Q1 2017 | $352,000 | – | 4,113 | – | 0.21% | – |
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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% |