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 | $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% | – |
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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% |