ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 151 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $131,000 | -1.5% | 1,382 | -10.7% | 0.04% | +2.4% |
| Q1 2017 | $133,000 | -15.8% | 1,547 | -23.7% | 0.04% | -19.2% |
| Q3 2016 | $158,000 | -8.7% | 2,027 | -17.2% | 0.05% | -7.1% |
| Q2 2016 | $173,000 | -10.8% | 2,447 | -14.4% | 0.06% | -9.7% |
| Q1 2016 | $194,000 | -80.6% | 2,857 | -79.4% | 0.06% | -80.6% |
| Q4 2015 | $1,001,000 | +1.8% | 13,885 | -1.5% | 0.32% | -3.3% |
| Q3 2015 | $983,000 | -21.2% | 14,100 | -7.8% | 0.33% | -19.1% |
| Q2 2015 | $1,247,000 | +3.7% | 15,295 | +0.6% | 0.41% | +6.0% |
| Q1 2015 | $1,203,000 | +3.7% | 15,210 | +1.0% | 0.38% | +4.9% |
| Q4 2014 | $1,160,000 | +10.4% | 15,065 | -0.3% | 0.37% | +5.5% |
| Q3 2014 | $1,051,000 | -8.6% | 15,115 | +0.1% | 0.35% | -6.2% |
| Q2 2014 | $1,150,000 | -0.3% | 15,105 | +1.1% | 0.37% | -6.1% |
| Q1 2014 | $1,154,000 | +2.4% | 14,935 | -0.5% | 0.40% | +2.3% |
| Q4 2013 | $1,127,000 | +8.8% | 15,005 | -0.8% | 0.39% | +3.8% |
| Q3 2013 | $1,036,000 | +11.0% | 15,123 | +0.0% | 0.37% | +11.0% |
| Q2 2013 | $933,000 | – | 15,118 | – | 0.34% | – |
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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% |