ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,984 | -12.2% | 3,074 | -8.4% | 0.00% | – |
| Q2 2023 | $87,652 | -2.8% | 3,356 | +0.1% | 0.00% | – |
| Q1 2023 | $90,134 | +10.0% | 3,351 | +11.9% | 0.00% | – |
| Q4 2022 | $81,974 | -16.4% | 2,995 | -23.8% | 0.00% | – |
| Q3 2022 | $98,000 | -31.0% | 3,932 | -18.9% | 0.00% | – |
| Q2 2022 | $142,000 | -22.0% | 4,846 | -5.9% | 0.00% | – |
| Q1 2022 | $182,000 | -54.4% | 5,148 | -51.9% | 0.00% | – |
| Q4 2021 | $399,000 | +0.8% | 10,709 | +0.1% | 0.00% | – |
| Q3 2021 | $396,000 | -7.5% | 10,695 | -4.3% | 0.00% | – |
| Q2 2021 | $428,000 | -1.8% | 11,171 | -7.3% | 0.00% | – |
| Q1 2021 | $436,000 | +4.1% | 12,051 | +2.6% | 0.00% | – |
| Q4 2020 | $419,000 | +13.9% | 11,742 | +0.5% | 0.00% | – |
| Q3 2020 | $368,000 | -28.7% | 11,685 | -31.6% | 0.00% | – |
| Q2 2020 | $516,000 | +1.0% | 17,085 | -6.9% | 0.00% | – |
| Q1 2020 | $511,000 | -29.8% | 18,355 | -2.3% | 0.00% | – |
| Q4 2019 | $728,000 | -4.0% | 18,784 | -4.6% | 0.00% | – |
| Q3 2019 | $758,000 | -10.2% | 19,696 | -11.3% | 0.00% | – |
| Q2 2019 | $844,000 | +3.6% | 22,208 | +5.9% | 0.00% | – |
| Q1 2019 | $815,000 | +24.4% | 20,971 | +10.3% | 0.00% | – |
| Q4 2018 | $655,000 | -37.3% | 19,006 | -32.7% | 0.00% | – |
| Q3 2018 | $1,045,000 | +4.5% | 28,249 | +7.3% | 0.00% | – |
| Q2 2018 | $1,000,000 | +16.7% | 26,315 | +19.6% | 0.00% | – |
| Q1 2018 | $857,000 | +23.1% | 22,001 | +24.9% | 0.00% | – |
| Q4 2017 | $696,000 | +9.6% | 17,614 | +5.6% | 0.00% | – |
| Q3 2017 | $635,000 | -29.5% | 16,678 | -31.5% | 0.00% | – |
| Q2 2017 | $901,000 | +7.3% | 24,341 | +2.9% | 0.00% | – |
| Q1 2017 | $840,000 | +46.6% | 23,660 | +38.8% | 0.00% | – |
| Q4 2016 | $573,000 | -24.4% | 17,048 | -14.7% | 0.00% | – |
| Q3 2016 | $758,000 | +0.8% | 19,984 | -2.3% | 0.00% | – |
| Q2 2016 | $752,000 | +8.7% | 20,462 | +8.2% | 0.00% | – |
| Q1 2016 | $692,000 | +18.7% | 18,909 | +14.0% | 0.00% | – |
| Q4 2015 | $583,000 | +0.2% | 16,584 | -0.7% | 0.00% | – |
| Q3 2015 | $582,000 | -25.4% | 16,705 | -20.3% | 0.00% | – |
| Q2 2015 | $780,000 | -31.7% | 20,958 | -30.0% | 0.00% | – |
| Q1 2015 | $1,142,000 | +102.5% | 29,958 | +92.5% | 0.00% | – |
| Q4 2014 | $564,000 | -12.1% | 15,565 | -11.3% | 0.00% | – |
| Q3 2014 | $642,000 | -17.1% | 17,544 | -11.4% | 0.00% | – |
| Q2 2014 | $774,000 | -54.4% | 19,807 | -57.5% | 0.00% | -100.0% |
| Q1 2014 | $1,696,000 | +15.6% | 46,558 | +18.6% | 0.00% | 0.0% |
| Q4 2013 | $1,467,000 | +12.8% | 39,244 | +13.4% | 0.00% | 0.0% |
| Q3 2013 | $1,300,000 | +1.7% | 34,602 | -4.7% | 0.00% | 0.0% |
| Q2 2013 | $1,278,000 | – | 36,305 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPWM, LLC | 213,811 | $7,625,000 | 0.69% |
| Lester Murray Antman dba SimplyRich | 21,514 | $767,000 | 0.34% |
| Schoolcraft Capital LLC | 17,269 | $615,798 | 0.26% |
| SOA Wealth Advisors, LLC. | 19,427 | $694,000 | 0.19% |
| ATLAS CAPITAL ADVISORS LLC | 20,000 | $713,200,000 | 0.15% |
| Equitable Holdings, Inc. | 125,333 | $4,470,000 | 0.10% |
| Freedom Investment Management, Inc. | 19,177 | $684,000 | 0.08% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,095 | $931,000 | 0.07% |
| Sterling Investment Advisors, Ltd. | 3,876 | $138,000 | 0.05% |
| ADELL HARRIMAN & CARPENTER INC | 9,700 | $345,902,000 | 0.05% |