ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,537,000 | +150.3% | 16,269 | +135.5% | 0.14% | +521.7% |
| Q2 2017 | $614,000 | +1.2% | 6,907 | -2.6% | 0.02% | +475.0% |
| Q1 2017 | $607,000 | +106.5% | 7,092 | +107.3% | 0.00% | +300.0% |
| Q4 2016 | $294,000 | -82.1% | 3,421 | -83.7% | 0.00% | -87.5% |
| Q3 2016 | $1,639,000 | +75.7% | 21,014 | +59.2% | 0.01% | +100.0% |
| Q2 2016 | $933,000 | -48.1% | 13,197 | -50.1% | 0.00% | -55.6% |
| Q1 2016 | $1,796,000 | +116.9% | 26,448 | +122.9% | 0.01% | +200.0% |
| Q3 2015 | $828,000 | -41.8% | 11,868 | -32.0% | 0.00% | -50.0% |
| Q2 2015 | $1,423,000 | -43.8% | 17,452 | -45.5% | 0.01% | -45.5% |
| Q1 2015 | $2,532,000 | -0.3% | 32,023 | -2.9% | 0.01% | +10.0% |
| Q4 2014 | $2,539,000 | -38.4% | 32,988 | -44.4% | 0.01% | -41.2% |
| Q3 2014 | $4,125,000 | +20.1% | 59,333 | +31.5% | 0.02% | +6.2% |
| Q2 2014 | $3,435,000 | – | 45,129 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |