ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,489 | -10.8% | 580 | 0.0% | 0.00% | – |
| Q2 2023 | $63,320 | +4.7% | 580 | 0.0% | 0.00% | – |
| Q1 2023 | $60,462 | -10.6% | 580 | -7.9% | 0.00% | – |
| Q4 2022 | $67,639 | +4.1% | 630 | 0.0% | 0.00% | – |
| Q3 2022 | $65,000 | 0.0% | 630 | 0.0% | 0.00% | – |
| Q2 2022 | $65,000 | -36.3% | 630 | -20.4% | 0.00% | – |
| Q1 2022 | $102,000 | -8.1% | 791 | 0.0% | 0.00% | – |
| Q4 2021 | $111,000 | – | 791 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |