ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 209 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $135,090 | -5.9% | 1,185 | 0.0% | 0.02% | -5.6% |
Q1 2024 | $143,611 | +4.4% | 1,185 | 0.0% | 0.02% | -5.3% |
Q4 2023 | $137,496 | +2647.2% | 1,185 | +2270.0% | 0.02% | +1800.0% |
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 ↓ |
---|---|---|---|
MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |