ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |