ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,974,271 | -19.5% | 29,713 | -12.1% | 0.06% | -13.6% |
| Q2 2023 | $3,693,794 | -39.9% | 33,795 | -42.6% | 0.07% | -44.1% |
| Q1 2023 | $6,149,995 | -9.3% | 58,846 | -6.4% | 0.12% | -15.1% |
| Q4 2022 | $6,779,703 | -18.0% | 62,874 | -21.4% | 0.14% | -21.5% |
| Q3 2022 | $8,271,000 | -21.1% | 79,999 | -20.6% | 0.18% | -16.1% |
| Q2 2022 | $10,479,000 | -34.6% | 100,797 | -18.9% | 0.21% | -19.2% |
| Q1 2022 | $16,025,000 | -23.4% | 124,357 | -16.9% | 0.26% | -17.4% |
| Q4 2021 | $20,911,000 | -8.0% | 149,649 | -5.0% | 0.32% | -10.2% |
| Q3 2021 | $22,730,000 | -13.7% | 157,500 | -8.8% | 0.35% | -10.9% |
| Q2 2021 | $26,351,000 | -4.5% | 172,679 | -8.1% | 0.40% | -12.8% |
| Q1 2021 | $27,599,000 | -22.0% | 187,814 | -37.1% | 0.45% | -28.7% |
| Q4 2020 | $35,401,000 | – | 298,362 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |