ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 141 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,355 | -84.9% | 2,135 | -86.7% | 0.03% | -91.9% |
| Q4 2017 | $1,541,000 | +7.6% | 16,103 | 0.0% | 0.35% | -17.4% |
| Q2 2017 | $1,432,000 | +3.8% | 16,103 | 0.0% | 0.42% | +1.2% |
| Q1 2017 | $1,379,000 | -0.2% | 16,103 | 0.0% | 0.42% | -4.2% |
| Q4 2016 | $1,382,000 | +10.0% | 16,103 | 0.0% | 0.43% | +9.6% |
| Q3 2016 | $1,256,000 | +10.3% | 16,103 | 0.0% | 0.40% | +9.1% |
| Q2 2016 | $1,139,000 | +4.1% | 16,103 | 0.0% | 0.36% | +5.8% |
| Q1 2016 | $1,094,000 | -5.8% | 16,103 | 0.0% | 0.34% | +1.5% |
| Q4 2015 | $1,161,000 | +3.4% | 16,103 | 0.0% | 0.34% | +2.7% |
| Q3 2015 | $1,123,000 | +12.5% | 16,103 | +31.5% | 0.33% | +20.6% |
| Q2 2015 | $998,000 | -21.6% | 12,241 | -24.0% | 0.27% | -16.3% |
| Q1 2015 | $1,273,000 | – | 16,103 | – | 0.32% | – |
Download | ||||||
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% |