ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 125 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $17,607,000 | -12.1% | 253,268 | -3.7% | 0.01% | -18.8% |
| Q2 2014 | $20,024,000 | -4.0% | 263,061 | -2.5% | 0.02% | -15.8% |
| Q1 2014 | $20,848,000 | +75.0% | 269,699 | +70.0% | 0.02% | +72.7% |
| Q4 2013 | $11,916,000 | +32.9% | 158,631 | +21.2% | 0.01% | +22.2% |
| Q3 2013 | $8,967,000 | +14.1% | 130,923 | +2.9% | 0.01% | 0.0% |
| Q2 2013 | $7,857,000 | – | 127,273 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |