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 | $73,574 | -8.4% | 735 | 0.0% | 0.00% | – |
| Q2 2023 | $80,336 | +4.6% | 735 | 0.0% | 0.00% | – |
| Q1 2023 | $76,815 | -3.1% | 735 | 0.0% | 0.00% | – |
| Q4 2022 | $79,255 | +4.3% | 735 | 0.0% | 0.00% | – |
| Q3 2022 | $76,000 | -1.3% | 735 | 0.0% | 0.00% | – |
| Q2 2022 | $77,000 | -18.9% | 735 | 0.0% | 0.00% | – |
| Q1 2022 | $95,000 | -16.7% | 735 | -9.3% | 0.00% | – |
| Q4 2021 | $114,000 | -2.6% | 810 | 0.0% | 0.00% | – |
| Q3 2021 | $117,000 | -5.6% | 810 | 0.0% | 0.00% | – |
| Q2 2021 | $124,000 | +202.4% | 810 | +189.3% | 0.00% | – |
| Q1 2021 | $41,000 | +24.2% | 280 | 0.0% | 0.00% | – |
| Q4 2020 | $33,000 | +32.0% | 280 | 0.0% | 0.00% | – |
| Q3 2020 | $25,000 | 0.0% | 280 | 0.0% | 0.00% | – |
| Q2 2020 | $25,000 | – | 280 | – | 0.00% | – |
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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% |