ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 141 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,043,000 | -37.3% | 24,783 | -19.1% | 0.02% | -25.0% |
| Q3 2018 | $3,257,000 | +590.0% | 30,634 | +512.7% | 0.02% | +500.0% |
| Q3 2017 | $472,000 | -87.4% | 5,000 | -89.6% | 0.00% | -89.7% |
| Q3 2016 | $3,749,000 | +151.3% | 48,059 | +127.8% | 0.04% | +254.5% |
| Q2 2016 | $1,492,000 | +1294.4% | 21,093 | +1240.9% | 0.01% | +1000.0% |
| Q1 2016 | $107,000 | -5.3% | 1,573 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $113,000 | -93.8% | 1,573 | -93.3% | 0.00% | -88.9% |
| Q4 2014 | $1,818,000 | +26.7% | 23,621 | +14.4% | 0.01% | +12.5% |
| Q3 2014 | $1,435,000 | – | 20,644 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |