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 | $207,607 | -8.4% | 2,074 | 0.0% | 0.14% | -4.8% |
| Q2 2023 | $226,688 | +4.6% | 2,074 | 0.0% | 0.15% | 0.0% |
| Q1 2023 | $216,754 | -3.1% | 2,074 | 0.0% | 0.15% | -7.0% |
| Q4 2022 | $223,639 | +4.5% | 2,074 | 0.0% | 0.16% | -6.0% |
| Q3 2022 | $214,000 | -0.9% | 2,074 | 0.0% | 0.17% | +7.0% |
| Q2 2022 | $216,000 | -19.1% | 2,074 | 0.0% | 0.16% | -22.7% |
| Q1 2022 | $267,000 | -7.9% | 2,074 | 0.0% | 0.20% | -3.8% |
| Q4 2021 | $290,000 | – | 2,074 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |