ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,605 | -3.4% | 1,936 | -7.6% | 0.11% | -11.7% |
| Q1 2023 | $219,053 | -9.4% | 2,096 | -6.6% | 0.12% | -14.3% |
| Q4 2022 | $241,820 | +104132.8% | 2,243 | +0.0% | 0.14% | -5.4% |
| Q3 2022 | $232 | -0.4% | 2,242 | 0.0% | 0.15% | +5.0% |
| Q2 2022 | $233 | -19.4% | 2,242 | 0.0% | 0.14% | -5.4% |
| Q1 2022 | $289 | -7.7% | 2,242 | +0.0% | 0.15% | -4.5% |
| Q4 2021 | $313 | -3.1% | 2,241 | 0.0% | 0.16% | -13.8% |
| Q3 2021 | $323 | -5.6% | 2,241 | 0.0% | 0.18% | -8.1% |
| Q2 2021 | $342 | +4.0% | 2,241 | 0.0% | 0.20% | -5.7% |
| Q1 2021 | $329 | +19.2% | 2,241 | -3.4% | 0.21% | +11.2% |
| Q4 2020 | $276 | +30.8% | 2,321 | 0.0% | 0.19% | +13.9% |
| Q3 2020 | $211 | +4.5% | 2,321 | +0.0% | 0.16% | -5.2% |
| Q2 2020 | $202 | – | 2,320 | – | 0.17% | – |
Download | ||||||
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% |