ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,189 | -8.4% | 891 | 0.0% | 0.00% | – |
| Q2 2023 | $97,387 | +4.6% | 891 | 0.0% | 0.00% | – |
| Q1 2023 | $93,119 | -3.1% | 891 | 0.0% | 0.00% | – |
| Q4 2022 | $96,076 | +4.4% | 891 | 0.0% | 0.00% | – |
| Q3 2022 | $92,000 | -5.2% | 891 | -4.1% | 0.00% | – |
| Q2 2022 | $97,000 | -18.5% | 929 | 0.0% | 0.00% | – |
| Q1 2022 | $119,000 | -11.9% | 929 | -3.4% | 0.00% | – |
| Q4 2021 | $135,000 | -45.3% | 962 | -43.6% | 0.00% | – |
| Q3 2021 | $247,000 | -5.0% | 1,706 | 0.0% | 0.00% | – |
| Q2 2021 | $260,000 | +53.8% | 1,706 | +48.6% | 0.00% | – |
| Q1 2021 | $169,000 | +16.6% | 1,148 | -6.4% | 0.00% | – |
| Q4 2020 | $145,000 | +28.3% | 1,226 | -1.3% | 0.00% | – |
| Q3 2020 | $113,000 | +0.9% | 1,242 | -2.4% | 0.00% | – |
| Q2 2020 | $112,000 | +31.8% | 1,272 | 0.0% | 0.00% | – |
| Q1 2020 | $85,000 | -33.6% | 1,272 | -1.4% | 0.00% | – |
| Q4 2019 | $128,000 | -0.8% | 1,290 | -11.5% | 0.00% | – |
| Q3 2019 | $129,000 | -13.4% | 1,457 | -8.7% | 0.00% | – |
| Q2 2019 | $149,000 | +1.4% | 1,596 | +0.3% | 0.00% | – |
| Q1 2019 | $147,000 | +10.5% | 1,591 | -1.1% | 0.00% | – |
| Q4 2018 | $133,000 | -24.0% | 1,609 | -2.8% | 0.00% | – |
| Q3 2018 | $175,000 | +0.6% | 1,656 | +0.1% | 0.00% | – |
| Q2 2018 | $174,000 | +8.8% | 1,654 | 0.0% | 0.00% | – |
| Q1 2018 | $160,000 | -14.0% | 1,654 | -14.3% | 0.00% | – |
| Q4 2017 | $186,000 | +2.2% | 1,929 | 0.0% | 0.00% | – |
| Q3 2017 | $182,000 | +7.1% | 1,929 | +0.7% | 0.00% | – |
| Q2 2017 | $170,000 | -9.6% | 1,916 | -12.4% | 0.00% | – |
| Q1 2017 | $188,000 | +13.9% | 2,186 | +14.1% | 0.00% | – |
| Q4 2016 | $165,000 | +10.7% | 1,916 | -0.7% | 0.00% | – |
| Q3 2016 | $149,000 | -48.3% | 1,929 | -52.6% | 0.00% | – |
| Q2 2016 | $288,000 | +54.0% | 4,066 | +48.0% | 0.00% | – |
| Q1 2016 | $187,000 | +29.0% | 2,747 | +36.5% | 0.00% | – |
| Q4 2015 | $145,000 | +3.6% | 2,012 | +0.0% | 0.00% | – |
| Q3 2015 | $140,000 | -38.3% | 2,011 | -27.8% | 0.00% | – |
| Q2 2015 | $227,000 | +41.0% | 2,786 | +36.6% | 0.00% | – |
| Q1 2015 | $161,000 | +9.5% | 2,039 | +6.7% | 0.00% | – |
| Q4 2014 | $147,000 | -21.0% | 1,911 | -28.6% | 0.00% | – |
| Q3 2014 | $186,000 | -8.4% | 2,678 | -0.1% | 0.00% | – |
| Q2 2014 | $203,000 | -1.9% | 2,680 | 0.0% | 0.00% | – |
| Q1 2014 | $207,000 | +2.5% | 2,680 | -0.3% | 0.00% | – |
| Q4 2013 | $202,000 | 0.0% | 2,688 | -9.1% | 0.00% | – |
| Q3 2013 | $202,000 | -64.8% | 2,958 | -68.3% | 0.00% | -100.0% |
| Q2 2013 | $574,000 | – | 9,317 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |