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 ↓ |
|---|---|---|---|
| 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% |