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 | $972,616 | -8.4% | 9,716 | 0.0% | 0.12% | -5.0% |
| Q2 2023 | $1,062,007 | +1.6% | 9,716 | -2.8% | 0.12% | -21.4% |
| Q1 2023 | $1,045,088 | +0.4% | 10,000 | +3.6% | 0.15% | -6.7% |
| Q4 2022 | $1,041,093 | +4.6% | 9,655 | +0.4% | 0.16% | -28.6% |
| Q3 2022 | $995,000 | -0.1% | 9,621 | +0.5% | 0.23% | -11.2% |
| Q2 2022 | $996,000 | -19.1% | 9,576 | +0.3% | 0.26% | -1.9% |
| Q1 2022 | $1,231,000 | -7.7% | 9,551 | +0.1% | 0.26% | -7.3% |
| Q4 2021 | $1,333,000 | -3.1% | 9,542 | +0.1% | 0.29% | +4.0% |
| Q3 2021 | $1,376,000 | -5.2% | 9,534 | +0.2% | 0.28% | -17.9% |
| Q2 2021 | $1,452,000 | +4.2% | 9,516 | +0.4% | 0.34% | -10.4% |
| Q1 2021 | $1,393,000 | +24.0% | 9,479 | +0.1% | 0.37% | +3.6% |
| Q4 2020 | $1,123,000 | +31.5% | 9,468 | +0.3% | 0.36% | +7.1% |
| Q3 2020 | $854,000 | +4.0% | 9,438 | +0.3% | 0.34% | -11.8% |
| Q2 2020 | $821,000 | +30.5% | 9,406 | +0.3% | 0.38% | +9.5% |
| Q1 2020 | $629,000 | -33.0% | 9,382 | -0.6% | 0.35% | -22.3% |
| Q4 2019 | $939,000 | – | 9,438 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |