ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 141 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,386 | -3.5% | 2,702 | -0.4% | 0.37% | -11.3% |
| Q4 2022 | $292,651 | -7.1% | 2,714 | -10.8% | 0.42% | -2.8% |
| Q3 2022 | $315,000 | -9.2% | 3,043 | -8.9% | 0.43% | -24.5% |
| Q2 2022 | $347,000 | -46.0% | 3,340 | -33.0% | 0.57% | -27.5% |
| Q1 2022 | $642,000 | +3.0% | 4,982 | +11.7% | 0.78% | +51.0% |
| Q4 2021 | $623,000 | +156.4% | 4,459 | +95.1% | 0.52% | -2.3% |
| Q3 2018 | $243,000 | -1.2% | 2,285 | -1.8% | 0.53% | -9.6% |
| Q2 2018 | $246,000 | +21.2% | 2,328 | +10.2% | 0.59% | +9.5% |
| Q1 2018 | $203,000 | +95.2% | 2,113 | +94.7% | 0.54% | +117.5% |
| Q4 2017 | $104,000 | 0.0% | 1,085 | -1.9% | 0.25% | +33.7% |
| Q3 2017 | $104,000 | -22.4% | 1,106 | -26.5% | 0.18% | -14.4% |
| Q2 2017 | $134,000 | +48.9% | 1,505 | +42.7% | 0.22% | +68.0% |
| Q1 2017 | $90,000 | +20.0% | 1,055 | +20.6% | 0.13% | +3.2% |
| Q4 2016 | $75,000 | +7.1% | 875 | -2.2% | 0.12% | +0.8% |
| Q3 2016 | $70,000 | -41.2% | 895 | -47.0% | 0.12% | -35.3% |
| Q2 2016 | $119,000 | +5.3% | 1,688 | +1.5% | 0.19% | +13.1% |
| Q1 2016 | $113,000 | +20.2% | 1,663 | +27.9% | 0.17% | +26.3% |
| Q4 2015 | $94,000 | -74.5% | 1,300 | -75.4% | 0.13% | -74.2% |
| Q3 2015 | $369,000 | -78.0% | 5,287 | -74.3% | 0.52% | -73.4% |
| Q2 2015 | $1,680,000 | +5.0% | 20,603 | +1.8% | 1.94% | +0.7% |
| Q1 2015 | $1,600,000 | +18.2% | 20,237 | +15.1% | 1.92% | +22.7% |
| Q4 2014 | $1,354,000 | -25.1% | 17,587 | -32.3% | 1.57% | -32.8% |
| Q3 2014 | $1,807,000 | +22487.5% | 25,987 | +25887.0% | 2.33% | +19333.3% |
| Q2 2014 | $8,000 | 0.0% | 100 | 0.0% | 0.01% | -7.7% |
| Q1 2014 | $8,000 | -98.5% | 100 | -98.6% | 0.01% | -98.4% |
| Q4 2013 | $533,000 | – | 7,100 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |