ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 142 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,519 | -8.0% | 35 | 0.0% | 0.00% | – |
| Q2 2023 | $3,826 | -96.5% | 35 | -96.6% | 0.00% | -100.0% |
| Q1 2023 | $108,168 | -3.1% | 1,035 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $111,604 | +4.3% | 1,035 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $107,000 | -0.9% | 1,035 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $108,000 | -18.8% | 1,035 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $133,000 | -8.3% | 1,035 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $145,000 | -2.7% | 1,035 | 0.0% | 0.01% | -37.5% |
| Q3 2021 | $149,000 | -5.7% | 1,035 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $158,000 | +3.9% | 1,035 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $152,000 | +23.6% | 1,035 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $123,000 | +30.9% | 1,035 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $94,000 | -19.0% | 1,035 | -22.2% | 0.01% | -30.0% |
| Q2 2020 | $116,000 | -42.6% | 1,330 | -55.9% | 0.01% | -52.4% |
| Q1 2020 | $202,000 | -52.9% | 3,015 | -30.1% | 0.02% | -41.7% |
| Q4 2019 | $429,000 | -7.1% | 4,315 | -17.7% | 0.04% | -16.3% |
| Q3 2019 | $462,000 | -5.3% | 5,240 | 0.0% | 0.04% | -4.4% |
| Q2 2019 | $488,000 | +360.4% | 5,240 | +319.2% | 0.04% | +309.1% |
| Q1 2017 | $106,000 | -51.6% | 1,250 | -51.0% | 0.01% | -56.0% |
| Q4 2016 | $219,000 | – | 2,550 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |