ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $251,000 | +2.9% | 3,076 | -0.3% | 0.07% | +1.4% |
| Q1 2015 | $244,000 | +2.1% | 3,085 | -0.5% | 0.07% | -3.9% |
| Q4 2014 | $239,000 | +9.6% | 3,100 | -1.0% | 0.08% | +5.6% |
| Q3 2014 | $218,000 | -8.8% | 3,130 | -0.2% | 0.07% | -8.9% |
| Q2 2014 | $239,000 | -1.2% | 3,135 | 0.0% | 0.08% | -3.7% |
| Q1 2014 | $242,000 | -4.0% | 3,135 | -6.7% | 0.08% | -7.9% |
| Q4 2013 | $252,000 | +20.6% | 3,360 | +10.3% | 0.09% | +11.2% |
| Q3 2013 | $209,000 | – | 3,045 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |