ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 135 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $298,000 | -14.4% | 4,266 | 0.0% | 0.02% | -5.9% |
| Q2 2015 | $348,000 | -0.6% | 4,266 | -3.5% | 0.02% | 0.0% |
| Q1 2015 | $350,000 | +2.9% | 4,422 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $340,000 | +10.7% | 4,422 | 0.0% | 0.02% | -15.0% |
| Q3 2014 | $307,000 | 0.0% | 4,422 | +9.6% | 0.02% | +5.3% |
| Q2 2014 | $307,000 | +14.6% | 4,034 | +16.3% | 0.02% | -5.0% |
| Q1 2014 | $268,000 | +14.0% | 3,470 | +10.9% | 0.02% | +17.6% |
| Q4 2013 | $235,000 | -36.7% | 3,130 | -42.3% | 0.02% | -43.3% |
| Q3 2013 | $371,000 | +31.6% | 5,424 | +18.7% | 0.03% | +30.4% |
| Q2 2013 | $282,000 | – | 4,570 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |