ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 193 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 23.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |