ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,275 | -8.4% | 2,750 | 0.0% | 0.12% | -0.9% |
| Q2 2023 | $300,575 | +4.6% | 2,750 | 0.0% | 0.12% | +7.3% |
| Q1 2023 | $287,402 | +96668.4% | 2,750 | 0.0% | 0.11% | -7.6% |
| Q4 2022 | $297 | -99.9% | 2,750 | 0.0% | 0.12% | 0.0% |
| Q3 2022 | $284,000 | -0.7% | 2,750 | 0.0% | 0.12% | +7.3% |
| Q2 2022 | $286,000 | -25.5% | 2,750 | 0.0% | 0.11% | -12.0% |
| Q4 2021 | $384,000 | -3.3% | 2,750 | 0.0% | 0.12% | -13.2% |
| Q3 2021 | $397,000 | -5.5% | 2,750 | 0.0% | 0.14% | -8.3% |
| Q2 2021 | $420,000 | +4.0% | 2,750 | 0.0% | 0.16% | -6.5% |
| Q1 2021 | $404,000 | +23.9% | 2,750 | 0.0% | 0.17% | +17.5% |
| Q4 2020 | $326,000 | +30.9% | 2,750 | 0.0% | 0.14% | +15.3% |
| Q3 2020 | $249,000 | -10.1% | 2,750 | -13.4% | 0.12% | -13.9% |
| Q2 2020 | $277,000 | +30.0% | 3,175 | 0.0% | 0.14% | +13.4% |
| Q1 2020 | $213,000 | -32.6% | 3,175 | 0.0% | 0.13% | -15.9% |
| Q4 2019 | $316,000 | -0.3% | 3,175 | -11.8% | 0.15% | -6.2% |
| Q3 2019 | $317,000 | -12.7% | 3,600 | -7.7% | 0.16% | -1.8% |
| Q2 2019 | $363,000 | – | 3,900 | – | 0.16% | – |
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% |