ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 193 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 23.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,353,395 | -2.2% | 582,951 | +6.8% | 0.08% | +16.9% |
| Q2 2023 | $59,639,982 | +5.1% | 545,654 | +0.5% | 0.07% | -14.5% |
| Q1 2023 | $56,732,939 | -1.8% | 542,847 | +1.3% | 0.08% | -13.5% |
| Q4 2022 | $57,775,529 | +6.0% | 535,802 | +1.7% | 0.10% | -5.0% |
| Q3 2022 | $54,483,000 | -6.5% | 526,967 | -6.0% | 0.10% | -1.0% |
| Q2 2022 | $58,259,000 | -15.7% | 560,400 | +3.0% | 0.10% | +4.1% |
| Q1 2022 | $69,148,000 | – | 544,092 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |