ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 118 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.60 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,411 | -8.4% | 4,110 | 0.0% | 0.08% | -3.8% |
| Q2 2023 | $449,223 | +4.6% | 4,110 | 0.0% | 0.08% | -2.5% |
| Q1 2023 | $429,536 | -0.7% | 4,110 | +2.5% | 0.08% | -5.9% |
| Q4 2022 | $432,398 | +4.2% | 4,010 | 0.0% | 0.08% | -2.3% |
| Q3 2022 | $415,000 | -0.5% | 4,010 | 0.0% | 0.09% | +6.1% |
| Q2 2022 | $417,000 | -19.3% | 4,010 | 0.0% | 0.08% | -5.7% |
| Q1 2022 | $517,000 | -7.7% | 4,010 | 0.0% | 0.09% | -6.5% |
| Q4 2021 | $560,000 | -3.3% | 4,010 | 0.0% | 0.09% | -7.9% |
| Q3 2021 | $579,000 | -5.4% | 4,010 | 0.0% | 0.10% | -6.5% |
| Q2 2021 | $612,000 | +3.9% | 4,010 | 0.0% | 0.11% | -0.9% |
| Q1 2021 | $589,000 | +23.7% | 4,010 | 0.0% | 0.11% | +13.5% |
| Q4 2020 | $476,000 | +28.0% | 4,010 | -2.4% | 0.10% | +9.1% |
| Q3 2020 | $372,000 | +3.6% | 4,110 | 0.0% | 0.09% | -5.4% |
| Q2 2020 | $359,000 | -13.3% | 4,110 | -33.4% | 0.09% | -31.6% |
| Q1 2020 | $414,000 | -33.5% | 6,170 | -1.4% | 0.14% | -14.5% |
| Q4 2019 | $623,000 | +17.5% | 6,260 | +4.2% | 0.16% | +5.3% |
| Q3 2019 | $530,000 | -3.8% | 6,010 | +1.7% | 0.15% | -4.4% |
| Q2 2019 | $551,000 | +2.2% | 5,910 | +1.7% | 0.16% | +2.6% |
| Q1 2019 | $539,000 | +12.5% | 5,810 | 0.0% | 0.15% | -0.6% |
| Q4 2018 | $479,000 | -22.5% | 5,810 | 0.0% | 0.16% | -7.2% |
| Q3 2018 | $618,000 | +21.7% | 5,810 | +20.8% | 0.17% | +16.8% |
| Q2 2018 | $508,000 | +12.1% | 4,810 | +1.9% | 0.14% | +10.9% |
| Q1 2018 | $453,000 | +9.7% | 4,720 | +9.3% | 0.13% | +12.2% |
| Q4 2017 | $413,000 | +1.2% | 4,320 | 0.0% | 0.12% | -2.5% |
| Q3 2017 | $408,000 | +52.2% | 4,320 | +43.0% | 0.12% | +43.9% |
| Q2 2017 | $268,000 | +7.2% | 3,020 | +3.4% | 0.08% | +3.8% |
| Q1 2017 | $250,000 | -58.7% | 2,920 | -62.8% | 0.08% | -59.3% |
| Q1 2014 | $606,000 | +2.9% | 7,845 | 0.0% | 0.19% | -3.0% |
| Q4 2013 | $589,000 | -2.6% | 7,845 | -11.3% | 0.20% | -5.7% |
| Q3 2013 | $605,000 | +26.6% | 8,845 | +14.2% | 0.21% | +21.8% |
| Q2 2013 | $478,000 | – | 7,745 | – | 0.17% | – |
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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% |