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 ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |