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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $366,675 | +23.1% | 3,160 | +6.2% | 0.25% | +10.7% |
| Q3 2023 | $297,801 | -6.2% | 2,975 | +2.4% | 0.22% | -11.1% |
| Q2 2023 | $317,520 | +4.7% | 2,905 | +0.1% | 0.25% | -1.2% |
| Q1 2023 | $303,249 | -0.0% | 2,902 | +3.2% | 0.26% | -9.3% |
| Q4 2022 | $303,311 | +4.6% | 2,813 | +0.4% | 0.28% | -18.1% |
| Q3 2022 | $290,000 | +25.0% | 2,802 | +25.8% | 0.34% | +21.6% |
| Q2 2022 | $232,000 | +5.0% | 2,227 | +29.7% | 0.28% | +21.6% |
| Q1 2022 | $221,000 | -7.9% | 1,717 | +0.1% | 0.23% | -5.3% |
| Q4 2021 | $240,000 | – | 1,716 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |