ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 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. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |