ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |