ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 193 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 23.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $533,433 | +16.8% | 5,329 | +27.5% | 0.01% | 0.0% |
| Q2 2023 | $456,874 | +84.1% | 4,180 | +76.1% | 0.01% | +66.7% |
| Q1 2023 | $248,156 | -5.3% | 2,374 | -2.3% | 0.00% | +50.0% |
| Q4 2022 | $262,135 | -99.9% | 2,431 | -61.3% | 0.00% | -33.3% |
| Q3 2022 | $325,325,000 | +99387.8% | 6,288 | +128.9% | 0.00% | -25.0% |
| Q4 2020 | $327,000 | -99.9% | 2,747 | +5622.9% | 0.00% | -20.0% |
| Q3 2020 | $265,000,000 | – | 48 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |