ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 193 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,564,088 | -8.8% | 22,492 | -3.0% | 0.04% | -11.4% |
| Q1 2024 | $2,810,275 | -9.4% | 23,189 | -13.2% | 0.04% | -17.0% |
| Q4 2023 | $3,101,134 | +4.3% | 26,727 | -10.0% | 0.05% | -7.0% |
| 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 ↓ |
|---|---|---|---|
| MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
| MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
| Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
| One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
| Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
| Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
| Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
| WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
| TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |