ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 139 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $83,000 | -5.7% | 1,224 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $88,000 | +3.5% | 1,224 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $85,000 | -26.7% | 1,224 | -14.6% | 0.01% | -25.0% |
| Q2 2015 | $116,000 | -9.4% | 1,434 | -11.4% | 0.01% | 0.0% |
| Q1 2015 | $128,000 | +3.2% | 1,619 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $124,000 | – | 1,619 | – | 0.01% | – |
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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% |