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 2019 | $648,000 | +26.1% | 7,360 | +33.3% | 0.00% | 0.0% |
| Q2 2019 | $514,000 | +150.7% | 5,520 | +149.8% | 0.00% | 0.0% |
| Q1 2019 | $205,000 | -1.0% | 2,210 | -12.0% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -8.8% | 2,510 | -5.3% | 0.00% | 0.0% |
| Q1 2017 | $227,000 | -5.0% | 2,650 | -5.0% | 0.00% | 0.0% |
| Q4 2016 | $239,000 | +3.0% | 2,790 | -6.1% | 0.00% | 0.0% |
| Q3 2016 | $232,000 | +10.5% | 2,970 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $210,000 | +7.7% | 2,970 | +3.5% | 0.00% | 0.0% |
| Q1 2016 | $195,000 | +9.6% | 2,870 | +16.2% | 0.00% | 0.0% |
| Q4 2015 | $178,000 | +3.5% | 2,470 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $172,000 | +13.2% | 2,470 | +32.8% | 0.00% | 0.0% |
| Q2 2015 | $152,000 | -21.2% | 1,860 | -23.8% | 0.00% | 0.0% |
| Q1 2015 | $193,000 | +2.7% | 2,440 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $188,000 | +54.1% | 2,440 | +39.4% | 0.00% | 0.0% |
| Q3 2014 | $122,000 | -8.3% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $133,000 | -69.6% | 1,750 | -69.1% | 0.00% | -50.0% |
| Q1 2014 | $438,000 | +22.3% | 5,670 | +19.1% | 0.00% | 0.0% |
| Q4 2013 | $358,000 | – | 4,760 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |