ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 4.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $477,000 | -31.3% | 4,792 | -39.2% | 0.04% | -58.8% |
| Q3 2019 | $694,000 | -78.6% | 7,877 | -77.4% | 0.10% | -79.5% |
| Q2 2019 | $3,243,000 | -36.6% | 34,797 | -36.9% | 0.47% | -30.5% |
| Q1 2019 | $5,112,000 | -11.7% | 55,105 | -21.6% | 0.68% | -13.2% |
| Q4 2018 | $5,792,000 | -32.6% | 70,250 | -13.1% | 0.79% | -42.3% |
| Q3 2018 | $8,594,000 | -5.7% | 80,841 | -6.4% | 1.36% | -7.4% |
| Q2 2018 | $9,118,000 | -10.9% | 86,325 | -18.9% | 1.47% | -12.7% |
| Q1 2018 | $10,228,000 | -2.0% | 106,490 | -2.4% | 1.69% | +1.8% |
| Q4 2017 | $10,439,000 | -0.2% | 109,071 | -1.6% | 1.66% | -3.7% |
| Q3 2017 | $10,465,000 | -1.5% | 110,794 | -7.3% | 1.72% | +12.1% |
| Q2 2017 | $10,626,000 | -6.2% | 119,489 | -9.7% | 1.53% | -4.2% |
| Q1 2017 | $11,329,000 | -5.5% | 132,272 | -5.3% | 1.60% | -11.9% |
| Q4 2016 | $11,988,000 | +12.1% | 139,660 | +1.9% | 1.82% | +12.2% |
| Q3 2016 | $10,693,000 | +2.3% | 137,071 | -7.3% | 1.62% | -2.6% |
| Q2 2016 | $10,454,000 | -5.2% | 147,825 | -8.9% | 1.66% | -11.2% |
| Q1 2016 | $11,022,000 | -5.6% | 162,272 | +0.2% | 1.87% | -6.4% |
| Q4 2015 | $11,675,000 | +17.0% | 161,926 | +13.2% | 2.00% | +14.2% |
| Q3 2015 | $9,979,000 | -5.7% | 143,071 | +10.2% | 1.75% | -0.5% |
| Q2 2015 | $10,583,000 | +3.4% | 129,802 | +0.3% | 1.76% | +4.0% |
| Q1 2015 | $10,232,000 | -3.5% | 129,389 | -6.1% | 1.69% | -1.9% |
| Q4 2014 | $10,608,000 | +12.1% | 137,805 | +1.3% | 1.72% | +8.7% |
| Q3 2014 | $9,461,000 | -8.9% | 136,086 | -0.2% | 1.59% | -8.2% |
| Q2 2014 | $10,380,000 | -0.2% | 136,369 | +1.4% | 1.73% | -4.7% |
| Q1 2014 | $10,398,000 | -0.5% | 134,513 | -3.3% | 1.81% | -3.7% |
| Q4 2013 | $10,447,000 | +7.2% | 139,064 | -2.2% | 1.88% | -3.9% |
| Q3 2013 | $9,741,000 | +5.9% | 142,218 | -4.6% | 1.96% | -1.4% |
| Q2 2013 | $9,201,000 | – | 149,054 | – | 1.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |