ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 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 ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |