ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,962 | -5.8% | 1,833 | +0.1% | 0.09% | -9.1% |
| Q1 2024 | $221,899 | -1.2% | 1,831 | -5.4% | 0.10% | -9.2% |
| Q4 2023 | $224,634 | +6.2% | 1,936 | 0.0% | 0.11% | +2.8% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |