ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,442,212 | -7.0% | 14,401 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $1,550,758 | +6.5% | 14,181 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $1,456,519 | -5.5% | 13,930 | -2.5% | 0.00% | 0.0% |
| Q4 2022 | $1,541,701 | +7.1% | 14,291 | +2.7% | 0.00% | 0.0% |
| Q3 2022 | $1,439,000 | -2.5% | 13,916 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $1,476,000 | -17.9% | 14,194 | +1.8% | 0.00% | 0.0% |
| Q1 2022 | $1,798,000 | -5.7% | 13,949 | +2.2% | 0.00% | -33.3% |
| Q4 2021 | $1,907,000 | -22.8% | 13,649 | -20.2% | 0.00% | -25.0% |
| Q3 2021 | $2,470,000 | +17.8% | 17,111 | +24.5% | 0.00% | +33.3% |
| Q2 2021 | $2,097,000 | +766.5% | 13,742 | +459.5% | 0.00% | +200.0% |
| Q4 2019 | $242,000 | -59.1% | 2,456 | -61.4% | 0.00% | -50.0% |
| Q2 2019 | $592,000 | – | 6,361 | – | 0.00% | – |
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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% |