ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $872 | -1.4% | 8,714 | +7.8% | 0.00% | -25.0% |
| Q2 2023 | $884 | -0.3% | 8,084 | -4.8% | 0.00% | 0.0% |
| Q1 2023 | $887 | -3.8% | 8,490 | -0.7% | 0.00% | -20.0% |
| Q4 2022 | $922 | -99.9% | 8,554 | -12.5% | 0.01% | -16.7% |
| Q3 2022 | $1,011,000 | -12.8% | 9,778 | -12.4% | 0.01% | -14.3% |
| Q2 2022 | $1,160,000 | -23.4% | 11,157 | -5.1% | 0.01% | -22.2% |
| Q1 2022 | $1,515,000 | -15.7% | 11,754 | -8.7% | 0.01% | -18.2% |
| Q4 2021 | $1,798,000 | -17.3% | 12,867 | -14.6% | 0.01% | -26.7% |
| Q3 2021 | $2,175,000 | -78.2% | 15,069 | -77.0% | 0.02% | -80.5% |
| Q2 2021 | $9,982,000 | +1.5% | 65,412 | -2.3% | 0.08% | -13.5% |
| Q1 2021 | $9,836,000 | +11.0% | 66,931 | -10.4% | 0.09% | -19.8% |
| Q4 2020 | $8,863,000 | +28.4% | 74,701 | -2.1% | 0.11% | +6.7% |
| Q3 2020 | $6,905,000 | +1.0% | 76,329 | -2.6% | 0.10% | -16.1% |
| Q2 2020 | $6,840,000 | +20.8% | 78,381 | -7.2% | 0.12% | -0.8% |
| Q1 2020 | $5,663,000 | -37.4% | 84,484 | -7.0% | 0.12% | -30.9% |
| Q4 2019 | $9,042,000 | +4.7% | 90,881 | -7.2% | 0.18% | -10.8% |
| Q3 2019 | $8,636,000 | -4.0% | 97,974 | +1.5% | 0.20% | -14.7% |
| Q2 2019 | $8,994,000 | -1.3% | 96,509 | -2.1% | 0.24% | +21.4% |
| Q1 2019 | $9,117,000 | – | 98,601 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |