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 | $10,964,625 | -10.6% | 109,537 | -2.4% | 2.23% | -9.0% |
| Q2 2023 | $12,262,773 | +5.7% | 112,194 | +1.1% | 2.45% | +1.9% |
| Q1 2023 | $11,597,004 | -2.0% | 110,965 | +1.1% | 2.41% | -7.1% |
| Q4 2022 | $11,835,232 | -1.4% | 109,758 | -5.4% | 2.59% | -9.1% |
| Q3 2022 | $12,001,000 | +1.2% | 116,073 | +1.8% | 2.85% | +5.5% |
| Q2 2022 | $11,856,000 | -14.4% | 114,042 | +6.1% | 2.70% | -5.7% |
| Q1 2022 | $13,849,000 | -2.9% | 107,470 | +5.3% | 2.87% | +0.2% |
| Q4 2021 | $14,260,000 | +4.0% | 102,051 | +7.4% | 2.86% | -4.9% |
| Q3 2021 | $13,713,000 | +3.5% | 95,015 | +9.5% | 3.01% | +0.4% |
| Q2 2021 | $13,245,000 | +6.7% | 86,795 | +2.8% | 3.00% | +1.0% |
| Q1 2021 | $12,409,000 | +2.8% | 84,446 | -17.0% | 2.97% | -3.6% |
| Q4 2020 | $12,071,000 | +27.1% | 101,732 | -3.1% | 3.08% | +10.2% |
| Q3 2020 | $9,499,000 | +2.8% | 104,991 | -0.9% | 2.79% | -4.2% |
| Q2 2020 | $9,242,000 | +35.7% | 105,902 | +4.2% | 2.91% | +15.1% |
| Q1 2020 | $6,811,000 | -15.7% | 101,622 | +25.1% | 2.53% | -5.7% |
| Q4 2019 | $8,082,000 | +31.5% | 81,236 | +16.5% | 2.68% | +23.3% |
| Q3 2019 | $6,147,000 | +35.0% | 69,737 | +42.7% | 2.18% | +29.2% |
| Q2 2019 | $4,555,000 | +25.9% | 48,884 | +25.4% | 1.69% | +21.5% |
| Q1 2019 | $3,617,000 | +91.1% | 38,994 | +69.9% | 1.39% | +75.5% |
| Q4 2018 | $1,893,000 | – | 22,956 | – | 0.79% | – |
Download | ||||||
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% |