ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 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% | – |
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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% |