ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,000 | +33.3% | 45 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $3,000 | -91.7% | 45 | -87.7% | 0.00% | -90.9% |
| Q4 2019 | $36,000 | +12.5% | 365 | +0.3% | 0.03% | +3.1% |
| Q3 2019 | $32,000 | -5.9% | 364 | 0.0% | 0.03% | -5.9% |
| Q2 2019 | $34,000 | 0.0% | 364 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $34,000 | +13.3% | 364 | 0.0% | 0.03% | +3.0% |
| Q4 2018 | $30,000 | -23.1% | 364 | 0.0% | 0.03% | -10.8% |
| Q3 2018 | $39,000 | +2.6% | 364 | 0.0% | 0.04% | +5.7% |
| Q2 2018 | $38,000 | +8.6% | 364 | 0.0% | 0.04% | +9.4% |
| Q1 2018 | $35,000 | 0.0% | 364 | 0.0% | 0.03% | +6.7% |
| Q4 2017 | $35,000 | – | 364 | – | 0.03% | – |
Download | ||||||
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% |