ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,690 | +11.2% | 906 | +21.4% | 0.04% | -10.6% |
| Q2 2023 | $81,538 | -4.4% | 746 | -8.6% | 0.05% | 0.0% |
| Q1 2023 | $85,280 | -55.8% | 816 | -54.4% | 0.05% | -56.5% |
| Q4 2022 | $193,124 | +32.3% | 1,791 | +27.0% | 0.11% | +20.0% |
| Q3 2022 | $146,000 | -99.9% | 1,410 | +3.3% | 0.09% | +4.7% |
| Q2 2022 | $141,906,000 | +354665.0% | 1,365 | +337.5% | 0.09% | +160.6% |
| Q1 2022 | $40,000 | +166.7% | 312 | +194.3% | 0.03% | +230.0% |
| Q4 2021 | $15,000 | – | 106 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 247,995 | $16,985,000 | 4.36% |
| Kovack Advisors, Inc. | 11,923 | $817,000 | 4.20% |
| HBK Sorce Advisory LLC | 104,119 | $7,131,000 | 2.95% |
| Connective Capital Management, LLC | 30,839 | $2,112,000 | 2.94% |
| TELEMUS CAPITAL, LLC | 142,713 | $9,774,000 | 2.90% |
| MONROE BANK & TRUST/MI | 90,032 | $6,166,000 | 2.54% |
| BOK Financial Private Wealth, Inc. | 142,218 | $9,741,000 | 1.96% |
| QS Investors, LLC | 556,260 | $38,020,000 | 1.64% |
| TOTH FINANCIAL ADVISORY CORP | 48,736 | $3,338,000 | 1.56% |
| Twele Capital Management, Inc. | 67,572 | $4,628,000 | 1.51% |