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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,847,228 | -11.8% | 48,424 | -3.7% | 1.17% | -10.7% |
| Q2 2023 | $5,495,589 | +4.6% | 50,280 | +0.0% | 1.31% | -9.5% |
| Q1 2023 | $5,252,762 | +0.4% | 50,261 | +3.6% | 1.45% | -11.0% |
| Q4 2022 | $5,233,406 | -1.2% | 48,534 | -5.3% | 1.63% | -14.7% |
| Q3 2022 | $5,296,256 | -4.2% | 51,226 | -3.6% | 1.91% | -9.5% |
| Q2 2022 | $5,527,153 | -42.5% | 53,166 | -28.8% | 2.11% | -31.5% |
| Q1 2022 | $9,617,281 | +0.1% | 74,634 | +8.5% | 3.08% | -4.5% |
| Q4 2021 | $9,611,279 | +1.9% | 68,785 | +5.3% | 3.22% | -11.5% |
| Q3 2021 | $9,431,798 | +9.5% | 65,353 | +15.7% | 3.64% | +8.2% |
| Q2 2021 | $8,616,920 | +19.4% | 56,467 | +15.0% | 3.37% | +5.4% |
| Q1 2021 | $7,216,474 | +26.4% | 49,108 | +2.1% | 3.19% | +23.5% |
| Q4 2020 | $5,708,532 | – | 48,112 | – | 2.59% | – |
Download | ||||||
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% |