ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,269,168 | -11.1% | 12,679 | -3.0% | 0.71% | -10.9% |
| Q2 2023 | $1,428,114 | -4.0% | 13,066 | -8.2% | 0.80% | -10.8% |
| Q1 2023 | $1,487,595 | -3.4% | 14,234 | -0.3% | 0.89% | -11.5% |
| Q4 2022 | $1,540,000 | +1.4% | 14,282 | -2.8% | 1.01% | -10.0% |
| Q3 2022 | $1,518,000 | -7.0% | 14,686 | -6.5% | 1.12% | -6.7% |
| Q2 2022 | $1,632,000 | -28.6% | 15,700 | -11.5% | 1.20% | -31.7% |
| Q1 2022 | $2,285,000 | -11.0% | 17,733 | -3.5% | 1.76% | -10.1% |
| Q4 2021 | $2,568,000 | – | 18,376 | – | 1.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |