ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 192 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,591,562 | -8.3% | 22,733 | -2.5% | 0.75% | -7.3% |
| Q1 2024 | $2,825,667 | -14.6% | 23,316 | -18.2% | 0.80% | -19.7% |
| Q4 2023 | $3,308,248 | +14.6% | 28,512 | -1.2% | 1.00% | +2.9% |
| Q3 2023 | $2,887,885 | -14.1% | 28,850 | -6.2% | 0.97% | -11.0% |
| Q2 2023 | $3,362,615 | -2.5% | 30,765 | -6.7% | 1.09% | -7.0% |
| Q1 2023 | $3,447,576 | – | 32,988 | – | 1.18% | – |
Download | ||||||
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% |