ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 188 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $923,222 | -8.4% | 9,223 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,008,074 | +4.6% | 9,223 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $963,896 | -3.2% | 9,223 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $995,810 | +4.3% | 9,235 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $955,000 | -0.5% | 9,235 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $960,000 | -19.3% | 9,235 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,190,000 | -7.8% | 9,235 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,290,000 | -3.2% | 9,235 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,333,000 | -5.4% | 9,235 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $1,409,000 | +3.8% | 9,235 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,357,000 | -76.8% | 9,235 | -81.2% | 0.00% | -71.4% |
| Q4 2020 | $5,840,000 | +31.1% | 49,223 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $4,453,000 | +3.7% | 49,223 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $4,296,000 | +30.2% | 49,223 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $3,299,000 | -33.8% | 49,223 | -1.7% | 0.01% | -28.6% |
| Q4 2019 | $4,982,000 | – | 50,075 | – | 0.01% | – |
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% |