ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 143 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $8,746,000 | -7.2% | 93,854 | -7.6% | 2.93% | -3.5% |
| Q1 2019 | $9,423,000 | +15.5% | 101,586 | +2.6% | 3.04% | +11.2% |
| Q4 2018 | $8,161,000 | -24.3% | 98,987 | -2.4% | 2.73% | -17.9% |
| Q3 2018 | $10,780,000 | +1.2% | 101,402 | +0.5% | 3.32% | +0.8% |
| Q2 2018 | $10,657,000 | +9.0% | 100,897 | -0.8% | 3.30% | +6.0% |
| Q1 2018 | $9,774,000 | -2.2% | 101,760 | -2.5% | 3.11% | -0.2% |
| Q4 2017 | $9,994,000 | +1.9% | 104,415 | +0.6% | 3.12% | -3.3% |
| Q3 2017 | $9,808,000 | +8.3% | 103,838 | +2.0% | 3.23% | +7.7% |
| Q2 2017 | $9,055,000 | +5.2% | 101,822 | +1.4% | 3.00% | +4.9% |
| Q1 2017 | $8,604,000 | -0.1% | 100,456 | +0.1% | 2.85% | -3.1% |
| Q4 2016 | $8,615,000 | +7.6% | 100,357 | -7.6% | 2.94% | +1.6% |
| Q3 2016 | $8,003,000 | +10.2% | 108,593 | +5.8% | 2.90% | +15.1% |
| Q2 2016 | $7,262,000 | +19.7% | 102,681 | +14.9% | 2.52% | +20.5% |
| Q1 2016 | $6,068,000 | -4.3% | 89,336 | +1.6% | 2.09% | -8.3% |
| Q4 2015 | $6,342,000 | +4.4% | 87,955 | +1.0% | 2.28% | +2.4% |
| Q3 2015 | $6,073,000 | -15.5% | 87,065 | -1.2% | 2.23% | -8.6% |
| Q2 2015 | $7,183,000 | +3.2% | 88,097 | +0.1% | 2.44% | +1.4% |
| Q1 2015 | $6,957,000 | +2.2% | 87,971 | -0.5% | 2.40% | +4.3% |
| Q4 2014 | $6,805,000 | +8.1% | 88,395 | -2.4% | 2.30% | +0.1% |
| Q3 2014 | $6,298,000 | -8.0% | 90,588 | +0.8% | 2.30% | +1.8% |
| Q2 2014 | $6,842,000 | -1.0% | 89,885 | +0.6% | 2.26% | -2.0% |
| Q1 2014 | $6,909,000 | -0.4% | 89,372 | -3.2% | 2.31% | -14.6% |
| Q4 2013 | $6,937,000 | +12.5% | 92,354 | +2.6% | 2.70% | +6.1% |
| Q3 2013 | $6,166,000 | +14.2% | 90,032 | +2.9% | 2.54% | +6.0% |
| Q2 2013 | $5,400,000 | – | 87,477 | – | 2.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |