ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,067 | -8.0% | 2,020 | 0.0% | 0.04% | +16.7% |
| Q2 2023 | $220,786 | +4.6% | 2,020 | 0.0% | 0.03% | -11.8% |
| Q1 2023 | $211,110 | -3.1% | 2,020 | 0.0% | 0.03% | -10.5% |
| Q4 2022 | $217,817 | +4.2% | 2,020 | 0.0% | 0.04% | -5.0% |
| Q3 2022 | $209,000 | -0.5% | 2,020 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $210,000 | -19.2% | 2,020 | 0.0% | 0.04% | -7.0% |
| Q1 2022 | $260,000 | -7.8% | 2,020 | 0.0% | 0.04% | -14.0% |
| Q4 2021 | $282,000 | -3.4% | 2,020 | 0.0% | 0.05% | -13.8% |
| Q3 2021 | $292,000 | -5.2% | 2,020 | 0.0% | 0.06% | +31.8% |
| Q2 2021 | $308,000 | +3.7% | 2,020 | 0.0% | 0.04% | -4.3% |
| Q1 2021 | $297,000 | -2.0% | 2,020 | -20.8% | 0.05% | -13.2% |
| Q4 2020 | $303,000 | +31.7% | 2,550 | 0.0% | 0.05% | +12.8% |
| Q3 2020 | $230,000 | +3.6% | 2,550 | 0.0% | 0.05% | -32.9% |
| Q2 2020 | $222,000 | – | 2,550 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |