ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,752,129 | -23.7% | 87,432 | -16.6% | 0.00% | 0.0% |
| Q2 2023 | $11,465,024 | +16.7% | 104,895 | +11.6% | 0.00% | 0.0% |
| Q1 2023 | $9,826,553 | -3.1% | 94,025 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,135,804 | +5.0% | 93,998 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $9,653,000 | +1.5% | 93,368 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $9,509,000 | -61.5% | 91,468 | -52.3% | 0.00% | -66.7% |
| Q1 2022 | $24,704,000 | -50.9% | 191,708 | -46.7% | 0.00% | -50.0% |
| Q4 2021 | $50,285,000 | -6.7% | 359,868 | -3.6% | 0.01% | -14.3% |
| Q3 2021 | $53,897,000 | +10.1% | 373,457 | +16.4% | 0.01% | +16.7% |
| Q2 2021 | $48,953,000 | +30.8% | 320,791 | +26.0% | 0.01% | +20.0% |
| Q1 2021 | $37,417,000 | +186.2% | 254,624 | +131.1% | 0.01% | +150.0% |
| Q4 2020 | $13,073,000 | +34.1% | 110,177 | +2.2% | 0.00% | 0.0% |
| Q3 2020 | $9,750,000 | +0.3% | 107,776 | -3.2% | 0.00% | 0.0% |
| Q2 2020 | $9,720,000 | +30.4% | 111,387 | +0.2% | 0.00% | 0.0% |
| Q1 2020 | $7,455,000 | -46.6% | 111,212 | -20.8% | 0.00% | -33.3% |
| Q4 2019 | $13,965,000 | +13.8% | 140,367 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $12,275,000 | -16.1% | 139,252 | -11.3% | 0.00% | -25.0% |
| Q2 2019 | $14,637,000 | -0.3% | 157,062 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $14,679,000 | +23.8% | 158,249 | +10.0% | 0.00% | 0.0% |
| Q4 2018 | $11,856,000 | -42.3% | 143,800 | -25.7% | 0.00% | -20.0% |
| Q3 2018 | $20,562,000 | +5.6% | 193,434 | +5.0% | 0.01% | 0.0% |
| Q2 2018 | $19,463,000 | +52.3% | 184,273 | +38.5% | 0.01% | +25.0% |
| Q1 2018 | $12,781,000 | -14.9% | 133,068 | -15.2% | 0.00% | 0.0% |
| Q4 2017 | $15,014,000 | -14.8% | 156,876 | -15.9% | 0.00% | -20.0% |
| Q3 2017 | $17,620,000 | +7.6% | 186,556 | +1.4% | 0.01% | 0.0% |
| Q2 2017 | $16,369,000 | -51.1% | 184,058 | -52.9% | 0.01% | 0.0% |
| Q1 2017 | $33,472,000 | -0.9% | 390,802 | -0.7% | 0.01% | -16.7% |
| Q4 2016 | $33,768,000 | +151.8% | 393,380 | +128.8% | 0.01% | +20.0% |
| Q3 2016 | $13,412,000 | +12.3% | 171,928 | +1.8% | 0.01% | +25.0% |
| Q2 2016 | $11,946,000 | -4.5% | 168,935 | -8.3% | 0.00% | -20.0% |
| Q1 2016 | $12,514,000 | -11.5% | 184,242 | -6.1% | 0.01% | 0.0% |
| Q4 2015 | $14,147,000 | -3.8% | 196,206 | -6.9% | 0.01% | 0.0% |
| Q3 2015 | $14,707,000 | -16.5% | 210,848 | -2.4% | 0.01% | -16.7% |
| Q2 2015 | $17,619,000 | +11.2% | 216,101 | +7.9% | 0.01% | 0.0% |
| Q1 2015 | $15,845,000 | +1.6% | 200,369 | -1.1% | 0.01% | 0.0% |
| Q4 2014 | $15,601,000 | +12.2% | 202,666 | +1.3% | 0.01% | +20.0% |
| Q3 2014 | $13,910,000 | -4.1% | 200,095 | +5.0% | 0.01% | -16.7% |
| Q2 2014 | $14,511,000 | -30.7% | 190,627 | -29.7% | 0.01% | -33.3% |
| Q1 2014 | $20,945,000 | +53.3% | 270,971 | +49.0% | 0.01% | +50.0% |
| Q4 2013 | $13,663,000 | +75.3% | 181,871 | +59.8% | 0.01% | +50.0% |
| Q3 2013 | $7,794,000 | +16.4% | 113,802 | +4.9% | 0.00% | +33.3% |
| Q2 2013 | $6,698,000 | – | 108,503 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 50,071 | $3,091,000 | 4.54% |
| Efficient Advisors, LLC | 250,871 | $15,486,000 | 4.32% |
| HBK Sorce Advisory LLC | 209,742 | $12,948,000 | 2.80% |
| MONROE BANK & TRUST/MI | 87,477 | $5,400,000 | 2.40% |
| BOK Financial Private Wealth, Inc. | 149,054 | $9,201,000 | 1.99% |
| TOTH FINANCIAL ADVISORY CORP | 47,559 | $2,936,000 | 1.44% |
| Twele Capital Management, Inc. | 67,572 | $4,171,000 | 1.44% |
| REGENTATLANTIC CAPITAL LLC | 191,612 | $11,828,000 | 1.40% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,535 | $2,317,000 | 1.39% |
| Charles Schwab Investment Advisory, Inc. | 510,838 | $31,534,000 | 1.36% |