ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 187 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,656,980 | +7.3% | 40,136 | -7.4% | 2.00% | +4.0% |
| Q3 2023 | $4,338,334 | -51.2% | 43,340 | -59.8% | 1.92% | -39.6% |
| Q4 2018 | $8,881,000 | +61.6% | 107,715 | +108.3% | 3.18% | -13.5% |
| Q3 2018 | $5,496,000 | -5.3% | 51,700 | -5.9% | 3.68% | +1.5% |
| Q2 2018 | $5,802,000 | +79.0% | 54,930 | +62.8% | 3.62% | +82.8% |
| Q1 2018 | $3,241,000 | – | 33,740 | – | 1.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |