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 | $235 | -13.9% | 2,349 | -5.8% | 0.00% | -50.0% |
| Q2 2023 | $273 | -60.0% | 2,494 | -61.8% | 0.00% | -60.0% |
| Q1 2023 | $683 | +107.0% | 6,533 | +113.3% | 0.01% | +150.0% |
| Q4 2022 | $330 | -99.9% | 3,063 | +19.8% | 0.00% | 0.0% |
| Q3 2022 | $264,000 | +9.1% | 2,557 | +9.7% | 0.00% | 0.0% |
| Q2 2022 | $242,000 | -17.7% | 2,330 | +2.3% | 0.00% | 0.0% |
| Q1 2022 | $294,000 | -34.5% | 2,278 | -29.1% | 0.00% | -33.3% |
| Q4 2021 | $449,000 | -76.6% | 3,213 | -75.8% | 0.00% | -80.0% |
| Q3 2021 | $1,917,000 | +0.6% | 13,280 | +6.3% | 0.02% | -6.2% |
| Q2 2021 | $1,906,000 | +28.5% | 12,491 | +23.8% | 0.02% | +14.3% |
| Q1 2021 | $1,483,000 | +188.5% | 10,091 | +73.0% | 0.01% | +75.0% |
| Q3 2019 | $514,000 | -18.5% | 5,833 | -13.8% | 0.01% | -11.1% |
| Q2 2019 | $631,000 | -15.6% | 6,769 | -16.0% | 0.01% | -25.0% |
| Q1 2019 | $748,000 | +24.0% | 8,061 | +10.2% | 0.01% | +9.1% |
| Q4 2018 | $603,000 | -4.1% | 7,315 | +23.7% | 0.01% | 0.0% |
| Q3 2018 | $629,000 | +27.6% | 5,915 | +26.8% | 0.01% | 0.0% |
| Q2 2018 | $493,000 | +38.9% | 4,664 | +26.2% | 0.01% | +37.5% |
| Q1 2018 | $355,000 | -19.9% | 3,696 | -20.2% | 0.01% | 0.0% |
| Q4 2017 | $443,000 | +4.7% | 4,629 | +3.3% | 0.01% | -11.1% |
| Q3 2017 | $423,000 | +18.8% | 4,481 | +11.9% | 0.01% | +28.6% |
| Q2 2017 | $356,000 | – | 4,005 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |