ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 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% | – |
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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% |