ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $276,518 | -35.1% | 2,426 | -31.0% | 0.01% | +25.0% |
| Q1 2024 | $426,121 | +9.7% | 3,516 | -0.3% | 0.01% | -38.5% |
| Q4 2023 | $388,448 | +9.1% | 3,525 | -0.9% | 0.01% | -7.1% |
| Q3 2023 | $356,023 | -8.4% | 3,557 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $388,744 | -13.1% | 3,557 | -16.9% | 0.01% | -17.6% |
| Q1 2023 | $447,375 | +132652.2% | 4,281 | +37.1% | 0.02% | -10.5% |
| Q4 2022 | $337 | -99.9% | 3,123 | +12.8% | 0.02% | +11.8% |
| Q3 2022 | $286,000 | -39.8% | 2,769 | -39.4% | 0.02% | -15.0% |
| Q2 2022 | $475,000 | -47.9% | 4,571 | -35.4% | 0.02% | -16.7% |
| Q1 2022 | $912,000 | -9.2% | 7,073 | -1.5% | 0.02% | +9.1% |
| Q4 2021 | $1,004,000 | -24.9% | 7,182 | -26.5% | 0.02% | -37.1% |
| Q3 2021 | $1,337,000 | -64.4% | 9,765 | -60.3% | 0.04% | -65.7% |
| Q2 2021 | $3,752,000 | +329.8% | 24,585 | +205.8% | 0.10% | +343.5% |
| Q1 2021 | $873,000 | – | 8,040 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |