ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 193 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 23.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,005 | -8.4% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,465 | +4.6% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,226 | -3.1% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,392 | +7.8% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -99.7% | 50 | -99.8% | 0.00% | -99.8% |
| Q3 2018 | $2,344,000 | +11.5% | 22,053 | +10.8% | 0.52% | +5.5% |
| Q2 2018 | $2,103,000 | +19.6% | 19,908 | +8.8% | 0.49% | +15.5% |
| Q1 2018 | $1,758,000 | +9.6% | 18,305 | +9.2% | 0.43% | +12.4% |
| Q4 2017 | $1,604,000 | +4.2% | 16,763 | +2.9% | 0.38% | -2.3% |
| Q3 2017 | $1,539,000 | +12.4% | 16,293 | +5.8% | 0.39% | +9.0% |
| Q2 2017 | $1,369,000 | +8.1% | 15,393 | +4.1% | 0.36% | +5.9% |
| Q1 2017 | $1,267,000 | +5.1% | 14,793 | +5.4% | 0.34% | -2.6% |
| Q4 2016 | $1,205,000 | +46.6% | 14,033 | +33.2% | 0.35% | +43.6% |
| Q3 2016 | $822,000 | +19.1% | 10,535 | +8.1% | 0.24% | +14.8% |
| Q2 2016 | $690,000 | +4.2% | 9,750 | 0.0% | 0.21% | -2.8% |
| Q1 2016 | $662,000 | -82.6% | 9,750 | -81.6% | 0.22% | -82.9% |
| Q4 2015 | $3,815,000 | -2.8% | 52,913 | -6.0% | 1.26% | -12.2% |
| Q3 2015 | $3,925,000 | -14.4% | 56,275 | +0.0% | 1.44% | -6.1% |
| Q2 2015 | $4,586,000 | +15.7% | 56,248 | +12.2% | 1.53% | +15.3% |
| Q1 2015 | $3,964,000 | +16.4% | 50,124 | +13.3% | 1.33% | +12.6% |
| Q4 2014 | $3,405,000 | +8.9% | 44,231 | -1.7% | 1.18% | -0.1% |
| Q3 2014 | $3,128,000 | -12.4% | 44,990 | -4.1% | 1.18% | -12.9% |
| Q2 2014 | $3,571,000 | -10.3% | 46,907 | -9.0% | 1.36% | -16.0% |
| Q1 2014 | $3,983,000 | +5.7% | 51,521 | +2.7% | 1.61% | +1.0% |
| Q4 2013 | $3,767,000 | +12.9% | 50,151 | +2.9% | 1.60% | +2.2% |
| Q3 2013 | $3,338,000 | +13.7% | 48,736 | +2.5% | 1.56% | +8.2% |
| Q2 2013 | $2,936,000 | – | 47,559 | – | 1.44% | – |
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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% |