ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 149 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,550,287 | +1162.5% | 23,651 | +1409.3% | 0.15% | +1725.0% |
| Q1 2022 | $202,000 | -88.2% | 1,567 | -87.3% | 0.01% | -86.9% |
| Q4 2021 | $1,719,000 | +590.4% | 12,305 | +614.6% | 0.06% | +577.8% |
| Q3 2021 | $249,000 | -8.5% | 1,722 | -3.4% | 0.01% | -10.0% |
| Q2 2021 | $272,000 | -26.7% | 1,783 | -29.4% | 0.01% | -16.7% |
| Q1 2021 | $371,000 | -36.8% | 2,526 | -49.0% | 0.01% | -42.9% |
| Q4 2020 | $587,000 | +103.1% | 4,951 | +49.6% | 0.02% | +75.0% |
| Q2 2020 | $289,000 | -76.5% | 3,310 | -73.2% | 0.01% | -71.4% |
| Q4 2019 | $1,230,000 | +253.4% | 12,364 | +213.6% | 0.04% | +250.0% |
| Q3 2019 | $348,000 | +1.5% | 3,943 | +7.0% | 0.01% | +9.1% |
| Q2 2019 | $343,000 | +0.3% | 3,686 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $342,000 | -65.5% | 3,686 | -69.3% | 0.01% | -69.4% |
| Q4 2018 | $990,000 | +158.5% | 12,002 | +233.1% | 0.04% | +157.1% |
| Q3 2018 | $383,000 | +22.4% | 3,603 | +21.5% | 0.01% | +27.3% |
| Q2 2018 | $313,000 | +6.1% | 2,965 | -3.5% | 0.01% | -8.3% |
| Q1 2018 | $295,000 | -52.3% | 3,071 | -52.4% | 0.01% | -50.0% |
| Q4 2017 | $618,000 | +11.6% | 6,454 | +10.0% | 0.02% | -4.0% |
| Q3 2017 | $554,000 | +14.0% | 5,868 | +7.3% | 0.02% | +19.0% |
| Q2 2017 | $486,000 | +29.3% | 5,470 | +24.5% | 0.02% | +16.7% |
| Q1 2017 | $376,000 | -50.4% | 4,393 | -50.2% | 0.02% | -52.6% |
| Q4 2016 | $758,000 | +180.7% | 8,829 | +154.7% | 0.04% | +171.4% |
| Q3 2016 | $270,000 | +30.4% | 3,467 | +20.6% | 0.01% | +16.7% |
| Q4 2015 | $207,000 | -19.5% | 2,875 | -8.8% | 0.01% | -20.0% |
| Q2 2015 | $257,000 | +26.0% | 3,154 | +22.0% | 0.02% | +25.0% |
| Q1 2015 | $204,000 | -63.9% | 2,585 | -64.8% | 0.01% | -64.7% |
| Q4 2014 | $565,000 | +167.8% | 7,341 | +164.4% | 0.03% | +142.9% |
| Q2 2014 | $211,000 | – | 2,777 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |