ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,229,297 | -12.3% | 12,521 | -1.4% | 0.32% | -9.2% |
| Q2 2023 | $1,401,939 | +5.8% | 12,704 | +0.4% | 0.35% | 0.0% |
| Q1 2023 | $1,325,424 | -10.8% | 12,649 | -1.0% | 0.35% | -13.2% |
| Q4 2022 | $1,485,957 | +0.5% | 12,780 | -6.6% | 0.40% | -11.7% |
| Q3 2022 | $1,478,000 | -9.1% | 13,679 | -3.7% | 0.45% | -3.6% |
| Q2 2022 | $1,626,000 | -16.7% | 14,202 | -12.6% | 0.47% | -9.1% |
| Q1 2022 | $1,951,000 | -12.2% | 16,258 | -0.1% | 0.52% | -11.0% |
| Q4 2021 | $2,221,000 | -5.8% | 16,279 | +1.1% | 0.58% | -10.2% |
| Q3 2021 | $2,358,000 | +2.9% | 16,105 | +0.8% | 0.65% | -1.2% |
| Q2 2021 | $2,292,000 | -5.6% | 15,977 | -1.5% | 0.66% | -17.0% |
| Q1 2021 | $2,428,000 | -0.7% | 16,216 | -2.7% | 0.79% | -5.0% |
| Q4 2020 | $2,446,000 | +19.8% | 16,661 | -23.7% | 0.83% | +1.6% |
| Q3 2020 | $2,041,000 | -7.1% | 21,839 | -4.0% | 0.82% | -7.6% |
| Q2 2020 | $2,197,000 | +29.8% | 22,745 | -5.1% | 0.89% | +4.7% |
| Q1 2020 | $1,693,000 | -23.0% | 23,963 | +7.6% | 0.85% | -13.5% |
| Q4 2019 | $2,198,000 | +1.7% | 22,275 | -3.2% | 0.98% | -7.4% |
| Q3 2019 | $2,162,000 | – | 23,006 | – | 1.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |