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 | $65,065 | -8.4% | 650 | 0.0% | 0.00% | – |
Q2 2023 | $71,045 | +4.6% | 650 | 0.0% | 0.00% | – |
Q1 2023 | $67,932 | -3.1% | 650 | 0.0% | 0.00% | – |
Q4 2022 | $70,090 | +4.6% | 650 | 0.0% | 0.00% | – |
Q3 2022 | $67,000 | -1.5% | 650 | 0.0% | 0.00% | – |
Q2 2022 | $68,000 | -19.0% | 650 | 0.0% | 0.00% | – |
Q1 2022 | $84,000 | -7.7% | 650 | 0.0% | 0.00% | – |
Q4 2021 | $91,000 | -3.2% | 650 | 0.0% | 0.00% | – |
Q3 2021 | $94,000 | -5.1% | 650 | 0.0% | 0.00% | – |
Q2 2021 | $99,000 | +3.1% | 650 | 0.0% | 0.00% | – |
Q1 2021 | $96,000 | +24.7% | 650 | 0.0% | 0.00% | – |
Q4 2020 | $77,000 | +30.5% | 650 | 0.0% | 0.00% | – |
Q3 2020 | $59,000 | +3.5% | 650 | 0.0% | 0.00% | – |
Q2 2020 | $57,000 | +23.9% | 650 | -5.1% | 0.00% | – |
Q1 2020 | $46,000 | -32.4% | 685 | 0.0% | 0.00% | – |
Q4 2019 | $68,000 | +13.3% | 685 | 0.0% | 0.00% | – |
Q3 2019 | $60,000 | -6.2% | 685 | 0.0% | 0.00% | – |
Q2 2019 | $64,000 | 0.0% | 685 | 0.0% | 0.00% | – |
Q1 2019 | $64,000 | -28.1% | 685 | -36.3% | 0.00% | -100.0% |
Q4 2018 | $89,000 | -21.9% | 1,075 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $114,000 | -5.8% | 1,075 | -6.4% | 0.00% | 0.0% |
Q2 2018 | $121,000 | +17.5% | 1,149 | +6.9% | 0.00% | 0.0% |
Q1 2018 | $103,000 | -3.7% | 1,075 | -4.0% | 0.00% | 0.0% |
Q4 2017 | $107,000 | +9.2% | 1,120 | +7.7% | 0.00% | 0.0% |
Q3 2017 | $98,000 | +6.5% | 1,040 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $92,000 | +3.4% | 1,040 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $89,000 | -23.3% | 1,040 | -23.0% | 0.00% | 0.0% |
Q4 2016 | $116,000 | -8.7% | 1,350 | -17.2% | 0.00% | 0.0% |
Q3 2016 | $127,000 | +36.6% | 1,630 | +23.5% | 0.00% | 0.0% |
Q2 2016 | $93,000 | -64.0% | 1,320 | -65.3% | 0.00% | -50.0% |
Q1 2016 | $258,000 | +1.6% | 3,804 | +7.9% | 0.00% | 0.0% |
Q4 2015 | $254,000 | +3.3% | 3,524 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $246,000 | +186.0% | 3,524 | +235.0% | 0.00% | +100.0% |
Q2 2015 | $86,000 | +4.9% | 1,052 | +1.2% | 0.00% | 0.0% |
Q1 2015 | $82,000 | +2.5% | 1,040 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $80,000 | -1.2% | 1,040 | -11.0% | 0.00% | 0.0% |
Q3 2014 | $81,000 | +2.5% | 1,169 | +12.4% | 0.00% | 0.0% |
Q2 2014 | $79,000 | -1.2% | 1,040 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $80,000 | +2.6% | 1,040 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $78,000 | +188.9% | 1,040 | +166.7% | 0.00% | – |
Q3 2013 | $27,000 | +12.5% | 390 | 0.0% | 0.00% | – |
Q2 2013 | $24,000 | – | 390 | – | 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% |