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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |