ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 188 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,135 | +4.5% | 1,950 | -0.1% | 0.05% | -23.9% |
| Q1 2023 | $203,899 | -88.5% | 1,951 | -87.2% | 0.07% | -85.5% |
| Q4 2022 | $1,776,990 | +175.9% | 15,283 | +145.2% | 0.49% | +85.6% |
| Q3 2022 | $644,000 | +30.9% | 6,232 | +31.6% | 0.26% | +30.2% |
| Q2 2022 | $492,000 | -55.9% | 4,735 | -45.2% | 0.20% | -45.7% |
| Q1 2022 | $1,115,000 | -93.7% | 8,648 | -93.2% | 0.37% | -93.0% |
| Q4 2021 | $17,712,000 | – | 126,760 | – | 5.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |