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 ↓ |
|---|---|---|---|
| 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% |