ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 222 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $242,250 | +15.9% | 2,125 | +23.2% | 0.19% | +12.7% |
| Q1 2024 | $209,053 | -22.5% | 1,725 | -25.8% | 0.16% | -27.3% |
| Q4 2023 | $269,770 | +15.9% | 2,325 | 0.0% | 0.23% | +2.7% |
| Q3 2023 | $232,733 | -8.4% | 2,325 | 0.0% | 0.22% | -3.5% |
| Q2 2023 | $254,123 | +4.6% | 2,325 | 0.0% | 0.23% | -2.1% |
| Q1 2023 | $242,986 | -3.1% | 2,325 | 0.0% | 0.23% | -8.9% |
| Q4 2022 | $250,705 | +4.5% | 2,325 | 0.0% | 0.26% | -7.9% |
| Q3 2022 | $240,000 | -0.8% | 2,325 | 0.0% | 0.28% | +4.9% |
| Q2 2022 | $242,000 | -19.3% | 2,325 | 0.0% | 0.27% | -2.2% |
| Q1 2022 | $300,000 | -7.7% | 2,325 | 0.0% | 0.27% | -7.2% |
| Q4 2021 | $325,000 | – | 2,325 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
| MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
| Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
| One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
| Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
| Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
| Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
| WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
| TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |