Horizon Kinetics - ISHARES TR ownership

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
Horizon Kinetics ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$450,000
-24.9%
5,454
-3.3%
0.02%0.0%
Q3 2018$599,000
-0.8%
5,638
-1.4%
0.02%0.0%
Q2 2018$604,000
+7.9%
5,720
-1.9%
0.02%
-6.2%
Q1 2018$560,000
-3.1%
5,832
-3.4%
0.02%
-5.9%
Q4 2017$578,000
+2.1%
6,038
+0.7%
0.02%0.0%
Q3 2017$566,000
-0.2%
5,995
-6.0%
0.02%
-10.5%
Q2 2017$567,000
-0.5%
6,381
-4.1%
0.02%
+5.6%
Q1 2017$570,000
-2.9%
6,652
-2.6%
0.02%
-5.3%
Q4 2016$587,000
+8.9%
6,833
-1.1%
0.02%
+26.7%
Q3 2016$539,000
+9.6%
6,908
-0.7%
0.02%
+25.0%
Q2 2016$492,0006,9550.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sparta 24 Ltd. 138,467$13,860,54716.17%
Michelson Medical Research Foundation, Inc. 35,385$3,542,0392.39%
ARKANSAS FINANCIAL GROUP, INC. 109,537$10,964,6252.23%
CUMBERLAND ADVISORS INC 43,340$4,338,3341.92%
Schoolcraft Capital LLC 61,620$6,168,1471.74%
One Capital Management, LLC 322,671$32,299,3671.43%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41,148$4,1191.39%
Frank, Rimerman Advisors LLC 48,424$4,847,2281.17%
Noble Family Wealth, LLC 28,850$2,887,8850.97%
Kendall Capital Management 21,470$2,1490.95%
View complete list of ISHARES TR shareholders