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 | $3,240,637 | -13.6% | 32,374 | -5.6% | 0.04% | -7.0% |
| Q2 2023 | $3,749,318 | -2.8% | 34,303 | -7.1% | 0.04% | -6.5% |
| Q1 2023 | $3,858,927 | -7.3% | 36,924 | -4.4% | 0.05% | -11.5% |
| Q4 2022 | $4,165,042 | +94.5% | 38,626 | +86.5% | 0.05% | +79.3% |
| Q3 2022 | $2,141,000 | -8.9% | 20,711 | -8.4% | 0.03% | -3.3% |
| Q2 2022 | $2,349,000 | -19.9% | 22,600 | -0.7% | 0.03% | -3.2% |
| Q1 2022 | $2,934,000 | -11.6% | 22,769 | -4.2% | 0.03% | -8.8% |
| Q4 2021 | $3,320,000 | -4.1% | 23,758 | -0.9% | 0.03% | 0.0% |
| Q3 2021 | $3,461,000 | -6.8% | 23,980 | -1.4% | 0.03% | -8.1% |
| Q2 2021 | $3,712,000 | -0.5% | 24,326 | -4.1% | 0.04% | -5.1% |
| Q1 2021 | $3,729,000 | +16.3% | 25,376 | -6.1% | 0.04% | +8.3% |
| Q4 2020 | $3,206,000 | +28.3% | 27,023 | -2.1% | 0.04% | +9.1% |
| Q3 2020 | $2,498,000 | -11.4% | 27,616 | -14.5% | 0.03% | -17.5% |
| Q2 2020 | $2,819,000 | +50.8% | 32,305 | +15.9% | 0.04% | +29.0% |
| Q1 2020 | $1,869,000 | -71.3% | 27,882 | -57.5% | 0.03% | -62.7% |
| Q4 2019 | $6,520,000 | +12.1% | 65,533 | -0.7% | 0.08% | +2.5% |
| Q3 2019 | $5,817,000 | -5.9% | 65,986 | -0.6% | 0.08% | -6.9% |
| Q2 2019 | $6,183,000 | -0.3% | 66,353 | -0.8% | 0.09% | -3.3% |
| Q1 2019 | $6,202,000 | +32.7% | 66,860 | +17.9% | 0.09% | +16.9% |
| Q4 2018 | $4,675,000 | +9.8% | 56,696 | +41.6% | 0.08% | +28.3% |
| Q3 2018 | $4,257,000 | -0.1% | 40,046 | -0.7% | 0.06% | -4.8% |
| Q2 2018 | $4,261,000 | +155.8% | 40,340 | +132.6% | 0.06% | +142.3% |
| Q1 2018 | $1,666,000 | +33.1% | 17,340 | -3.4% | 0.03% | -13.3% |
| Q3 2015 | $1,252,000 | -53.1% | 17,948 | -45.2% | 0.03% | -48.3% |
| Q2 2015 | $2,670,000 | +3.1% | 32,748 | 0.0% | 0.06% | +3.6% |
| Q1 2015 | $2,590,000 | -2.7% | 32,748 | -5.3% | 0.06% | -6.7% |
| Q4 2014 | $2,663,000 | +3.5% | 34,588 | -6.5% | 0.06% | -1.6% |
| Q3 2014 | $2,572,000 | -8.7% | 37,000 | 0.0% | 0.06% | -7.6% |
| Q2 2014 | $2,816,000 | -21.1% | 37,000 | -19.9% | 0.07% | -23.3% |
| Q1 2014 | $3,570,000 | -10.4% | 46,179 | -12.8% | 0.09% | -11.3% |
| Q4 2013 | $3,985,000 | +27.4% | 52,979 | +15.8% | 0.10% | +14.1% |
| Q3 2013 | $3,128,000 | +13.6% | 45,763 | +2.6% | 0.08% | +4.9% |
| Q2 2013 | $2,753,000 | – | 44,606 | – | 0.08% | – |
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% |