ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,168,147 | -8.3% | 61,620 | +0.1% | 1.74% | -5.8% |
| Q2 2023 | $6,728,382 | +3.6% | 61,559 | -1.0% | 1.85% | -1.3% |
| Q1 2023 | $6,496,475 | -2.9% | 62,161 | +0.1% | 1.87% | -9.2% |
| Q4 2022 | $6,692,970 | +5.4% | 62,070 | +1.0% | 2.06% | -4.4% |
| Q3 2022 | $6,352,114 | -0.9% | 61,438 | -0.3% | 2.15% | +4.9% |
| Q2 2022 | $6,409,127 | -19.4% | 61,650 | -0.1% | 2.05% | -16.1% |
| Q1 2022 | $7,948,397 | +9.8% | 61,682 | +19.0% | 2.45% | +11.7% |
| Q4 2021 | $7,240,392 | -3.4% | 51,817 | -0.2% | 2.19% | -12.8% |
| Q3 2021 | $7,492,353 | -5.5% | 51,915 | -0.1% | 2.51% | -12.3% |
| Q2 2021 | $7,927,269 | +1.8% | 51,948 | -2.0% | 2.87% | -7.9% |
| Q1 2021 | $7,786,558 | +6.7% | 52,988 | -13.8% | 3.11% | +1.6% |
| Q4 2020 | $7,294,438 | +27.6% | 61,479 | -2.7% | 3.06% | +13.8% |
| Q3 2020 | $5,718,086 | +4.9% | 63,204 | +1.2% | 2.69% | -0.3% |
| Q2 2020 | $5,449,874 | +76.8% | 62,448 | +35.8% | 2.70% | +43.9% |
| Q1 2020 | $3,083,272 | -16.1% | 45,998 | +24.5% | 1.88% | +0.2% |
| Q4 2019 | $3,675,312 | +11.8% | 36,942 | -0.9% | 1.87% | -0.6% |
| Q3 2019 | $3,286,671 | -1.8% | 37,285 | +3.8% | 1.88% | -5.6% |
| Q2 2019 | $3,348,594 | +0.0% | 35,933 | -0.4% | 2.00% | -7.5% |
| Q1 2019 | $3,347,626 | – | 36,089 | – | 2.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |