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 | ||||
|---|---|---|---|---|---|---|
| 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. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |