ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,170 | +2.0% | 5,426 | +11.3% | 0.49% | 0.0% |
| Q2 2023 | $532,636 | +8.4% | 4,873 | +3.6% | 0.49% | -1.2% |
| Q1 2023 | $491,359 | +6.6% | 4,702 | +10.0% | 0.49% | -2.6% |
| Q4 2022 | $461,104 | +14.7% | 4,276 | +9.9% | 0.51% | +4.1% |
| Q3 2022 | $402,000 | +7.8% | 3,891 | +8.5% | 0.49% | +8.5% |
| Q2 2022 | $373,000 | -11.8% | 3,587 | +9.2% | 0.45% | +0.9% |
| Q1 2022 | $423,000 | -15.2% | 3,285 | -8.1% | 0.44% | -11.7% |
| Q4 2021 | $499,000 | – | 3,573 | – | 0.50% | – |
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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% |