ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 143 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $563,000 | -13.3% | 6,555 | -21.3% | 0.08% | -16.3% |
| Q3 2016 | $649,000 | -25.5% | 8,330 | -32.4% | 0.10% | -27.4% |
| Q2 2016 | $871,000 | -8.3% | 12,315 | -11.9% | 0.14% | -19.2% |
| Q1 2016 | $950,000 | -81.1% | 13,985 | -79.9% | 0.17% | -81.0% |
| Q4 2015 | $5,023,000 | +0.6% | 69,673 | -2.6% | 0.88% | -3.2% |
| Q3 2015 | $4,991,000 | -19.2% | 71,563 | -5.5% | 0.91% | -11.2% |
| Q2 2015 | $6,176,000 | +2.6% | 75,749 | -0.5% | 1.02% | -3.4% |
| Q1 2015 | $6,019,000 | -2.5% | 76,114 | -5.1% | 1.06% | -1.9% |
| Q4 2014 | $6,174,000 | -6.7% | 80,206 | -15.7% | 1.08% | -18.2% |
| Q3 2014 | $6,615,000 | -8.2% | 95,142 | +0.6% | 1.32% | -2.7% |
| Q2 2014 | $7,202,000 | +25.9% | 94,612 | +27.8% | 1.36% | +14.6% |
| Q1 2014 | $5,722,000 | +35.0% | 74,020 | +31.2% | 1.18% | +25.8% |
| Q4 2013 | $4,238,000 | +75.9% | 56,415 | +60.4% | 0.94% | +59.9% |
| Q3 2013 | $2,410,000 | -48.0% | 35,180 | -53.1% | 0.59% | +115.8% |
| Q2 2013 | $4,635,000 | – | 75,056 | – | 0.27% | – |
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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% |