ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $250,841 | -1.6% | 2,295 | -5.9% | 0.02% | -8.7% |
| Q1 2023 | $255,002 | -13.6% | 2,440 | -10.9% | 0.02% | -14.8% |
| Q4 2022 | $295,235 | +5.1% | 2,738 | +25.7% | 0.03% | +17.4% |
| Q1 2022 | $281,000 | -11.1% | 2,178 | -3.5% | 0.02% | -4.2% |
| Q4 2021 | $316,000 | -27.4% | 2,258 | -25.1% | 0.02% | -14.3% |
| Q3 2021 | $435,000 | -10.9% | 3,015 | -5.7% | 0.03% | -12.5% |
| Q2 2021 | $488,000 | -10.3% | 3,197 | -13.6% | 0.03% | -11.1% |
| Q1 2021 | $544,000 | -12.7% | 3,699 | -29.5% | 0.04% | -16.3% |
| Q4 2020 | $623,000 | -41.9% | 5,250 | -55.7% | 0.04% | -47.6% |
| Q3 2020 | $1,072,000 | -0.2% | 11,845 | -3.8% | 0.08% | -9.9% |
| Q2 2020 | $1,074,000 | -40.0% | 12,310 | -53.9% | 0.09% | -60.8% |
| Q1 2020 | $1,789,000 | -79.4% | 26,689 | -69.5% | 0.23% | -74.0% |
| Q4 2019 | $8,705,000 | +6.2% | 87,496 | -5.9% | 0.89% | +2.3% |
| Q3 2019 | $8,198,000 | – | 92,997 | – | 0.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |