ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 228 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,356,507 | +562.3% | 11,691 | +471.4% | 0.04% | +485.7% |
| 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 ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |