ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 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 ↓ |
|---|---|---|---|
| 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% |