ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 149 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,185,000 | +14.3% | 42,078 | +1.3% | 0.03% | +4.0% |
| Q3 2019 | $3,660,000 | -5.8% | 41,527 | -0.3% | 0.02% | -10.7% |
| Q2 2019 | $3,884,000 | +1.9% | 41,658 | +1.5% | 0.03% | -3.4% |
| Q1 2019 | $3,811,000 | +10.9% | 41,061 | -1.2% | 0.03% | -6.5% |
| Q4 2018 | $3,435,000 | -36.0% | 41,564 | -17.8% | 0.03% | -31.1% |
| Q3 2018 | $5,371,000 | +29.4% | 50,580 | +16.9% | 0.04% | +15.4% |
| Q2 2018 | $4,151,000 | 0.0% | 43,286 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,151,000 | -1.1% | 43,286 | -1.2% | 0.04% | -2.5% |
| Q4 2017 | $4,196,000 | -2.7% | 43,830 | -4.0% | 0.04% | -14.9% |
| Q3 2017 | $4,312,000 | +11.8% | 45,658 | +5.2% | 0.05% | +4.4% |
| Q2 2017 | $3,857,000 | +12.4% | 43,381 | +8.3% | 0.04% | +2.3% |
| Q1 2017 | $3,432,000 | +8.0% | 40,074 | +6.7% | 0.04% | 0.0% |
| Q4 2016 | $3,177,000 | +31.9% | 37,548 | +21.6% | 0.04% | +22.2% |
| Q3 2016 | $2,409,000 | +126.8% | 30,880 | +105.8% | 0.04% | +111.8% |
| Q2 2016 | $1,062,000 | +10.4% | 15,005 | +5.9% | 0.02% | 0.0% |
| Q1 2016 | $962,000 | -0.6% | 14,164 | +5.4% | 0.02% | -5.6% |
| Q4 2015 | $968,000 | +6.3% | 13,432 | +2.8% | 0.02% | -5.3% |
| Q3 2015 | $911,000 | -92.2% | 13,063 | -90.9% | 0.02% | -91.2% |
| Q2 2015 | $11,644,000 | +39.3% | 142,825 | +35.1% | 0.22% | +34.4% |
| Q1 2015 | $8,360,000 | +998.6% | 105,718 | +969.5% | 0.16% | +841.2% |
| Q4 2014 | $761,000 | +18.2% | 9,885 | +6.8% | 0.02% | -5.6% |
| Q3 2014 | $644,000 | -13.1% | 9,257 | -4.9% | 0.02% | -10.0% |
| Q2 2014 | $741,000 | +0.1% | 9,735 | +1.7% | 0.02% | -9.1% |
| Q1 2014 | $740,000 | +24.4% | 9,573 | +20.9% | 0.02% | +22.2% |
| Q4 2013 | $595,000 | +28.8% | 7,916 | +17.2% | 0.02% | +12.5% |
| Q3 2013 | $462,000 | +65.0% | 6,753 | +48.8% | 0.02% | +60.0% |
| Q2 2013 | $280,000 | – | 4,537 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |