ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $905 | -86.4% | 9,039 | -85.1% | 0.00% | -75.0% |
| Q2 2023 | $6,640 | -99.0% | 60,749 | +1253.9% | 0.00% | – |
| Q3 2021 | $648,000 | +23.7% | 4,487 | +30.5% | 0.00% | – |
| Q2 2021 | $524,000 | +5722.2% | 3,437 | +5725.4% | 0.00% | – |
| Q1 2021 | $9,000 | -10.0% | 59 | -58.2% | 0.00% | – |
| Q3 2014 | $10,000 | +42.9% | 141 | +62.1% | 0.00% | – |
| Q2 2014 | $7,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q1 2014 | $7,000 | -97.9% | 87 | -98.1% | 0.00% | – |
| Q4 2013 | $337,000 | +287.4% | 4,485 | +251.5% | 0.00% | – |
| Q3 2013 | $87,000 | +690.9% | 1,276 | +620.9% | 0.00% | – |
| Q2 2013 | $11,000 | – | 177 | – | 0.00% | – |
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% |