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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $224,000 | -10.4% | 2,420 | -20.1% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | -22.4% | 3,027 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $322,000 | +0.6% | 3,027 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $320,000 | +8.5% | 3,027 | -1.5% | 0.00% | 0.0% |
| Q1 2018 | $295,000 | +0.3% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $294,000 | +1.4% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $290,000 | +6.2% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $273,000 | +3.8% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $263,000 | -18.1% | 3,072 | -17.8% | 0.00% | 0.0% |
| Q4 2016 | $321,000 | -8.3% | 3,737 | -16.7% | 0.00% | 0.0% |
| Q3 2016 | $350,000 | +9.0% | 4,485 | -1.3% | 0.00% | 0.0% |
| Q2 2016 | $321,000 | +3.9% | 4,545 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $309,000 | +0.3% | 4,545 | +6.4% | 0.00% | 0.0% |
| Q4 2015 | $308,000 | +3.0% | 4,270 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $299,000 | -53.0% | 4,270 | -45.3% | 0.00% | -50.0% |
| Q2 2015 | $636,000 | +2.3% | 7,800 | -0.8% | 0.00% | 0.0% |
| Q1 2015 | $622,000 | +3.2% | 7,866 | +0.4% | 0.00% | 0.0% |
| Q4 2014 | $603,000 | +9.6% | 7,832 | -1.0% | 0.00% | 0.0% |
| Q3 2014 | $550,000 | – | 7,909 | – | 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% |