ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 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 ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |