ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,692 | +7.1% | 1,006 | +17.0% | 0.00% | – |
| Q2 2023 | $93,988 | -47.5% | 860 | -49.8% | 0.00% | – |
| Q1 2023 | $179,112 | +99.2% | 1,714 | +105.5% | 0.00% | – |
| Q4 2022 | $89,921 | +47.4% | 834 | +41.1% | 0.00% | – |
| Q3 2022 | $61,000 | -3.2% | 591 | -3.3% | 0.00% | – |
| Q2 2022 | $63,000 | -24.1% | 611 | -5.7% | 0.00% | – |
| Q1 2022 | $83,000 | -3.5% | 648 | +5.4% | 0.00% | – |
| Q4 2021 | $86,000 | +1.2% | 615 | +4.2% | 0.00% | – |
| Q3 2021 | $85,000 | +28.8% | 590 | +35.9% | 0.00% | – |
| Q2 2021 | $66,000 | +15.8% | 434 | +12.1% | 0.00% | – |
| Q1 2021 | $57,000 | +18.8% | 387 | -4.4% | 0.00% | – |
| Q4 2020 | $48,000 | +33.3% | 405 | +2.0% | 0.00% | – |
| Q3 2020 | $36,000 | -25.0% | 397 | -28.2% | 0.00% | – |
| Q2 2020 | $48,000 | +37.1% | 553 | +5.1% | 0.00% | – |
| Q1 2020 | $35,000 | -43.5% | 526 | -15.3% | 0.00% | – |
| Q4 2019 | $62,000 | +12.7% | 621 | -0.5% | 0.00% | – |
| Q3 2019 | $55,000 | -30.4% | 624 | -26.9% | 0.00% | – |
| Q2 2019 | $79,000 | -7.1% | 854 | -7.4% | 0.00% | – |
| Q1 2019 | $85,000 | +10.4% | 922 | -1.8% | 0.00% | – |
| Q4 2018 | $77,000 | -30.0% | 939 | -9.6% | 0.00% | – |
| Q3 2018 | $110,000 | – | 1,039 | – | 0.00% | – |
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% |