ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 209 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $642 | +4838.5% | 5,635 | +4976.6% | 0.00% | – |
| Q4 2023 | $13 | -98.6% | 111 | -98.8% | 0.00% | -100.0% |
| 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. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |