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 | $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. | 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% |