ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $74,751 | -4.6% | 723 | -4.1% | 0.00% | 0.0% |
| Q2 2022 | $78,386 | -46.9% | 754 | -34.2% | 0.00% | -40.0% |
| Q1 2022 | $147,674 | -7.8% | 1,146 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $160,131 | +27.2% | 1,146 | +31.4% | 0.01% | 0.0% |
| Q3 2021 | $125,847 | +25.0% | 872 | +32.1% | 0.01% | +25.0% |
| Q2 2021 | $100,716 | +3.8% | 660 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $96,987 | +25.8% | 660 | +1.5% | 0.00% | 0.0% |
| Q4 2020 | $77,123 | +29.2% | 650 | -1.5% | 0.00% | +33.3% |
| Q3 2020 | $59,710 | +118.6% | 660 | +110.9% | 0.00% | +50.0% |
| Q2 2020 | $27,316 | +30.2% | 313 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,980 | -32.6% | 313 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,140 | +16.6% | 313 | +3.3% | 0.00% | 0.0% |
| Q3 2019 | $26,709 | -5.4% | 303 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $28,237 | -34.5% | 303 | -34.8% | 0.00% | -50.0% |
| Q1 2019 | $43,133 | +2.6% | 465 | -8.8% | 0.00% | -20.0% |
| Q4 2018 | $42,050 | -14.9% | 510 | +9.7% | 0.01% | -16.7% |
| Q3 2018 | $49,432 | +0.6% | 465 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $49,113 | +104.5% | 465 | +86.0% | 0.01% | +75.0% |
| Q1 2018 | $24,013 | +25.4% | 250 | +25.0% | 0.00% | +33.3% |
| Q4 2017 | $19,142 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |