ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,187 | -18.6% | 2,888 | -11.1% | 0.12% | -15.9% |
| Q2 2023 | $355,114 | -10.2% | 3,248 | -14.1% | 0.14% | -14.3% |
| Q1 2023 | $395,419 | -5.6% | 3,783 | -2.6% | 0.16% | -1.2% |
| Q4 2022 | $418,686 | -31.1% | 3,883 | -34.0% | 0.16% | -37.3% |
| Q3 2022 | $608,000 | +19.9% | 5,882 | +20.5% | 0.26% | +23.8% |
| Q2 2022 | $507,000 | +4.1% | 4,881 | +29.1% | 0.21% | +18.6% |
| Q1 2022 | $487,000 | +23.9% | 3,782 | +34.3% | 0.18% | +29.2% |
| Q4 2021 | $393,000 | – | 2,816 | – | 0.14% | – |
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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% |