ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,816 | +83.2% | 158 | +100.0% | 0.00% | -100.0% |
| Q2 2023 | $8,635 | +4.6% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,257 | -3.1% | 79 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,519 | +6.5% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 79 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | -8.3% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +33.3% | 79 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +28.6% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | – | 79 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |