ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 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 ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |