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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $15,000 | -99.0% | 110 | -98.9% | 0.00% | -100.0% |
| Q2 2021 | $1,483,000 | +7705.3% | 9,717 | +5898.1% | 0.00% | – |
| Q4 2020 | $19,000 | +26.7% | 162 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 162 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | +180.0% | 162 | +100.0% | 0.00% | – |
| Q1 2020 | $5,000 | -50.0% | 81 | -19.0% | 0.00% | – |
| Q4 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -52.6% | 100 | -50.7% | 0.00% | – |
| Q1 2019 | $19,000 | +11.8% | 203 | 0.0% | 0.00% | – |
| Q4 2018 | $17,000 | -22.7% | 203 | 0.0% | 0.00% | – |
| Q3 2018 | $22,000 | +4.8% | 203 | 0.0% | 0.00% | – |
| Q2 2018 | $21,000 | -94.0% | 203 | -94.5% | 0.00% | -100.0% |
| Q4 2017 | $352,000 | -8.1% | 3,680 | -9.4% | 0.00% | 0.0% |
| Q3 2017 | $383,000 | -1.3% | 4,060 | -6.9% | 0.00% | 0.0% |
| Q2 2017 | $388,000 | +4.0% | 4,360 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $373,000 | -9.7% | 4,360 | -9.4% | 0.00% | 0.0% |
| Q4 2016 | $413,000 | -29.2% | 4,810 | -35.6% | 0.00% | -50.0% |
| Q3 2016 | $583,000 | +33.4% | 7,470 | +21.1% | 0.00% | 0.0% |
| Q2 2016 | $437,000 | +5.3% | 6,170 | +1.1% | 0.00% | 0.0% |
| Q1 2016 | $415,000 | -2.6% | 6,105 | +3.4% | 0.00% | 0.0% |
| Q4 2015 | $426,000 | +21.0% | 5,905 | +16.9% | 0.00% | +100.0% |
| Q3 2015 | $352,000 | -14.6% | 5,050 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $412,000 | +0.5% | 5,050 | -2.5% | 0.00% | 0.0% |
| Q1 2015 | $410,000 | +2.8% | 5,180 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $399,000 | +13.4% | 5,180 | +2.2% | 0.00% | +100.0% |
| Q3 2014 | $352,000 | -8.8% | 5,070 | 0.0% | 0.00% | -50.0% |
| Q2 2014 | $386,000 | -2.0% | 5,070 | -0.6% | 0.00% | 0.0% |
| Q1 2014 | $394,000 | +2.9% | 5,103 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $383,000 | +4.1% | 5,103 | -5.1% | 0.00% | 0.0% |
| Q3 2013 | $368,000 | -12.0% | 5,377 | -20.5% | 0.00% | 0.0% |
| Q2 2013 | $418,000 | – | 6,767 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |