ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 183 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.75 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% | – |
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% |