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 2022 | $4,762,000 | -3.5% | 46,055 | -3.0% | 0.22% | -4.3% |
Q2 2022 | $4,937,000 | -22.4% | 47,488 | -3.8% | 0.23% | -15.9% |
Q1 2022 | $6,361,000 | -17.0% | 49,363 | -10.0% | 0.28% | -25.2% |
Q4 2021 | $7,663,000 | -4.4% | 54,843 | -1.2% | 0.37% | -16.7% |
Q3 2021 | $8,012,000 | -11.1% | 55,518 | -6.0% | 0.44% | -14.5% |
Q2 2021 | $9,011,000 | -8.4% | 59,048 | -11.8% | 0.52% | -22.9% |
Q1 2021 | $9,839,000 | -4.5% | 66,958 | -22.9% | 0.67% | -8.4% |
Q4 2020 | $10,307,000 | -10.7% | 86,868 | -31.9% | 0.73% | -20.8% |
Q3 2020 | $11,545,000 | +2.4% | 127,615 | -1.2% | 0.93% | -2.0% |
Q2 2020 | $11,272,000 | +16.8% | 129,165 | -10.3% | 0.95% | +1.8% |
Q1 2020 | $9,647,000 | -50.0% | 143,918 | -25.8% | 0.93% | -37.3% |
Q4 2019 | $19,288,000 | +10.0% | 193,870 | -2.5% | 1.48% | +2.2% |
Q3 2019 | $17,530,000 | -7.1% | 198,862 | -1.8% | 1.45% | -7.4% |
Q2 2019 | $18,877,000 | +5.7% | 202,563 | +5.2% | 1.56% | -8.9% |
Q1 2019 | $17,854,000 | +69.7% | 192,476 | +72.3% | 1.72% | +57.4% |
Q4 2018 | $10,518,000 | -7.3% | 111,679 | +4.6% | 1.09% | +10.1% |
Q3 2018 | $11,347,000 | -2.1% | 106,736 | -2.8% | 0.99% | -8.1% |
Q2 2018 | $11,596,000 | +6.7% | 109,787 | -2.9% | 1.08% | +5.9% |
Q1 2018 | $10,863,000 | +1.1% | 113,099 | +0.7% | 1.02% | +4.7% |
Q4 2017 | $10,749,000 | -0.8% | 112,303 | -2.1% | 0.97% | -11.7% |
Q3 2017 | $10,839,000 | +4.1% | 114,759 | -2.0% | 1.10% | +0.3% |
Q2 2017 | $10,417,000 | +3.9% | 117,133 | +0.1% | 1.10% | +2.7% |
Q1 2017 | $10,024,000 | -4.0% | 117,036 | -3.8% | 1.07% | -8.6% |
Q4 2016 | $10,447,000 | +6.2% | 121,706 | -3.5% | 1.17% | +1.6% |
Q3 2016 | $9,836,000 | +2.1% | 126,084 | -7.5% | 1.15% | -0.6% |
Q2 2016 | $9,638,000 | +7.5% | 136,279 | +3.2% | 1.16% | +4.5% |
Q1 2016 | $8,968,000 | +16.0% | 132,034 | +23.2% | 1.11% | +13.9% |
Q4 2015 | $7,728,000 | +56.2% | 107,190 | +51.2% | 0.97% | +44.4% |
Q3 2015 | $4,946,000 | -9.7% | 70,915 | +5.5% | 0.67% | -2.3% |
Q2 2015 | $5,478,000 | +1.9% | 67,190 | -1.2% | 0.69% | +2.5% |
Q1 2015 | $5,378,000 | +5.2% | 68,005 | +2.4% | 0.67% | +5.7% |
Q4 2014 | $5,110,000 | +10.4% | 66,380 | -0.3% | 0.64% | +4.4% |
Q3 2014 | $4,629,000 | -10.6% | 66,585 | -2.1% | 0.61% | -9.0% |
Q2 2014 | $5,177,000 | -1.7% | 68,010 | -0.2% | 0.67% | -3.6% |
Q1 2014 | $5,269,000 | +1.3% | 68,160 | -1.5% | 0.69% | -5.1% |
Q4 2013 | $5,201,000 | +0.7% | 69,230 | -8.2% | 0.73% | -9.6% |
Q3 2013 | $5,164,000 | +6.9% | 75,402 | -3.6% | 0.81% | +0.6% |
Q2 2013 | $4,829,000 | – | 78,235 | – | 0.80% | – |
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% |