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 | $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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |