ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 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% | – |
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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% |