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 | $4,146,649 | -8.4% | 41,534 | -0.0% | 0.55% | -5.0% |
| Q2 2023 | $4,528,202 | +3.1% | 41,539 | -1.2% | 0.58% | -3.4% |
| Q1 2023 | $4,393,705 | -4.1% | 42,041 | -1.0% | 0.60% | -6.1% |
| Q4 2022 | $4,579,324 | +4.7% | 42,468 | +0.3% | 0.64% | -4.2% |
| Q3 2022 | $4,375,000 | -2.4% | 42,320 | -1.9% | 0.66% | -4.0% |
| Q2 2022 | $4,484,000 | -21.8% | 43,132 | -3.1% | 0.69% | -11.5% |
| Q1 2022 | $5,733,000 | -7.6% | 44,490 | +0.2% | 0.78% | -9.2% |
| Q4 2021 | $6,202,000 | -2.3% | 44,385 | +0.9% | 0.86% | -11.1% |
| Q3 2021 | $6,350,000 | -5.3% | 43,999 | +0.3% | 0.97% | -4.1% |
| Q2 2021 | $6,707,000 | +3.2% | 43,854 | -0.8% | 1.01% | -3.9% |
| Q1 2021 | $6,496,000 | +26.9% | 44,207 | +2.2% | 1.05% | +10.1% |
| Q4 2020 | $5,119,000 | +26.8% | 43,253 | -3.1% | 0.96% | +14.0% |
| Q3 2020 | $4,036,000 | +2.5% | 44,616 | -1.4% | 0.84% | -3.7% |
| Q2 2020 | $3,938,000 | +31.1% | 45,237 | +1.0% | 0.87% | +9.8% |
| Q1 2020 | $3,003,000 | -33.7% | 44,811 | -1.5% | 0.79% | -15.7% |
| Q4 2019 | $4,527,000 | +15.4% | 45,497 | +2.2% | 0.94% | +8.3% |
| Q3 2019 | $3,924,000 | -0.2% | 44,516 | +8.1% | 0.87% | -1.8% |
| Q2 2019 | $3,932,000 | +4.3% | 41,196 | +1.6% | 0.88% | -1.4% |
| Q1 2019 | $3,771,000 | +14.3% | 40,543 | +1.3% | 0.90% | +0.1% |
| Q4 2018 | $3,300,000 | -24.8% | 40,024 | -3.0% | 0.90% | -10.5% |
| Q3 2018 | $4,388,000 | +0.9% | 41,276 | +0.2% | 1.00% | -8.2% |
| Q2 2018 | $4,350,000 | +12.9% | 41,185 | +2.6% | 1.09% | +5.6% |
| Q1 2018 | $3,854,000 | +0.7% | 40,129 | +0.4% | 1.03% | +0.1% |
| Q4 2017 | $3,827,000 | -2.4% | 39,989 | -3.7% | 1.03% | -7.4% |
| Q3 2017 | $3,920,000 | +6.5% | 41,505 | +0.3% | 1.12% | -9.6% |
| Q2 2017 | $3,681,000 | +7.3% | 41,393 | +3.3% | 1.23% | +0.2% |
| Q1 2017 | $3,431,000 | -2.1% | 40,053 | -1.9% | 1.23% | -7.9% |
| Q4 2016 | $3,505,000 | +10.7% | 40,829 | +0.6% | 1.34% | +5.0% |
| Q3 2016 | $3,166,000 | +10.9% | 40,583 | +0.5% | 1.27% | +7.5% |
| Q2 2016 | $2,856,000 | +6.4% | 40,379 | +2.1% | 1.18% | +2.0% |
| Q1 2016 | $2,685,000 | -0.2% | 39,536 | +5.9% | 1.16% | -13.3% |
| Q4 2015 | $2,691,000 | -5.0% | 37,322 | -8.1% | 1.34% | -14.9% |
| Q3 2015 | $2,834,000 | -12.2% | 40,633 | +2.6% | 1.57% | -4.1% |
| Q2 2015 | $3,228,000 | +4.9% | 39,595 | +1.7% | 1.64% | +0.9% |
| Q1 2015 | $3,078,000 | +4.3% | 38,922 | +1.5% | 1.63% | +3.4% |
| Q4 2014 | $2,951,000 | +12.6% | 38,333 | +1.7% | 1.57% | +7.7% |
| Q3 2014 | $2,621,000 | -2.8% | 37,702 | +6.5% | 1.46% | -10.6% |
| Q2 2014 | $2,696,000 | -0.4% | 35,414 | +1.1% | 1.64% | +0.8% |
| Q1 2014 | $2,707,000 | +2.8% | 35,025 | -0.0% | 1.62% | -1.7% |
| Q4 2013 | $2,632,000 | – | 35,042 | – | 1.65% | – |
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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% |