ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,407,504 | -8.7% | 44,031 | -0.3% | 0.00% | -100.0% |
| Q2 2023 | $4,828,109 | +5.4% | 44,173 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $4,581,470 | +94538.9% | 43,833 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $4,841 | -99.9% | 44,894 | -1.6% | 0.00% | 0.0% |
| Q3 2022 | $4,718,000 | -52.4% | 45,633 | -52.1% | 0.00% | 0.0% |
| Q2 2022 | $9,911,000 | -20.2% | 95,334 | -1.0% | 0.00% | 0.0% |
| Q1 2022 | $12,415,000 | -8.6% | 96,344 | -0.9% | 0.00% | -50.0% |
| Q4 2021 | $13,579,000 | -2.1% | 97,183 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $13,864,000 | -6.0% | 96,067 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $14,743,000 | +3.6% | 96,610 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $14,235,000 | +149.9% | 96,869 | +101.8% | 0.00% | +100.0% |
| Q4 2020 | $5,697,000 | +28.5% | 48,009 | -1.9% | 0.00% | 0.0% |
| Q3 2020 | $4,432,000 | +1.3% | 48,929 | -2.5% | 0.00% | 0.0% |
| Q2 2020 | $4,377,000 | +12.8% | 50,159 | -13.4% | 0.00% | 0.0% |
| Q1 2020 | $3,882,000 | -45.1% | 57,910 | -18.5% | 0.00% | 0.0% |
| Q4 2019 | $7,068,000 | -10.7% | 71,042 | -20.9% | 0.00% | -50.0% |
| Q3 2019 | $7,918,000 | +2.0% | 89,825 | +6.2% | 0.00% | 0.0% |
| Q2 2019 | $7,766,000 | +0.6% | 84,598 | +1.7% | 0.00% | 0.0% |
| Q1 2019 | $7,718,000 | +16.1% | 83,204 | +3.2% | 0.00% | 0.0% |
| Q4 2018 | $6,648,000 | -23.5% | 80,627 | -1.3% | 0.00% | 0.0% |
| Q3 2018 | $8,686,000 | +2.3% | 81,708 | +1.6% | 0.00% | 0.0% |
| Q2 2018 | $8,492,000 | +10.5% | 80,405 | +0.5% | 0.00% | 0.0% |
| Q1 2018 | $7,687,000 | +15.1% | 80,035 | +14.7% | 0.00% | +100.0% |
| Q4 2017 | $6,678,000 | +15430.2% | 69,776 | +15035.8% | 0.00% | – |
| Q3 2017 | $43,000 | -17.3% | 461 | -21.2% | 0.00% | – |
| Q2 2017 | $52,000 | +33.3% | 585 | +27.2% | 0.00% | – |
| Q1 2017 | $39,000 | -96.0% | 460 | -96.7% | 0.00% | – |
| Q3 2015 | $980,000 | -3.4% | 14,052 | +12.9% | 0.00% | – |
| Q2 2015 | $1,015,000 | +1.0% | 12,450 | -2.0% | 0.00% | – |
| Q1 2015 | $1,005,000 | -92.4% | 12,708 | -92.6% | 0.00% | -100.0% |
| Q4 2014 | $13,177,000 | +6.7% | 171,175 | -3.6% | 0.00% | 0.0% |
| Q3 2014 | $12,351,000 | -2.0% | 177,658 | +7.3% | 0.00% | 0.0% |
| Q2 2014 | $12,604,000 | -25.6% | 165,584 | -24.5% | 0.00% | -40.0% |
| Q1 2014 | $16,943,000 | -42.9% | 219,184 | -44.5% | 0.01% | -37.5% |
| Q4 2013 | $29,654,000 | +140.7% | 394,755 | +119.5% | 0.01% | +100.0% |
| Q3 2013 | $12,320,000 | +25.3% | 179,883 | +12.9% | 0.00% | +33.3% |
| Q2 2013 | $9,834,000 | – | 159,308 | – | 0.00% | – |
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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% |