ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,435 | -6.6% | 354 | +2.0% | 0.00% | 0.0% |
| Q2 2023 | $37,927 | -24.1% | 347 | -28.5% | 0.00% | -33.3% |
| Q2 2022 | $50,000 | -19.4% | 485 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $62,000 | -8.8% | 485 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $68,000 | -6.8% | 485 | -4.0% | 0.00% | 0.0% |
| Q3 2021 | $73,000 | -5.2% | 505 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $77,000 | +4.1% | 505 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $74,000 | +23.3% | 505 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $60,000 | +30.4% | 505 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $46,000 | +4.5% | 505 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $44,000 | +33.3% | 505 | +1.2% | 0.00% | 0.0% |
| Q1 2020 | $33,000 | -34.0% | 499 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $50,000 | -80.5% | 499 | -83.9% | 0.00% | -84.0% |
| Q4 2018 | $256,000 | -98.2% | 3,101 | +1450.5% | 0.02% | +1150.0% |
| Q4 2015 | $14,420,000 | – | 200 | – | 0.00% | – |
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% |