ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 135 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,339 | -13.1% | 2,391 | -5.2% | 0.02% | -13.6% |
| Q2 2023 | $275,545 | -50.2% | 2,521 | -52.4% | 0.02% | -51.1% |
| Q1 2023 | $553,485 | -3.1% | 5,296 | 0.0% | 0.04% | -11.8% |
| Q4 2022 | $571,068 | -11.2% | 5,296 | -14.9% | 0.05% | -22.7% |
| Q3 2022 | $643,000 | -0.6% | 6,221 | 0.0% | 0.07% | +3.1% |
| Q2 2022 | $647,000 | -22.4% | 6,221 | -3.8% | 0.06% | -15.8% |
| Q1 2022 | $834,000 | -15.9% | 6,470 | -8.9% | 0.08% | -14.6% |
| Q4 2021 | $992,000 | -0.2% | 7,100 | -2.9% | 0.09% | -24.6% |
| Q3 2021 | $994,000 | -12.4% | 7,310 | -1.7% | 0.12% | +7.3% |
| Q2 2021 | $1,135,000 | -14.9% | 7,438 | -18.0% | 0.11% | -19.1% |
| Q1 2021 | $1,333,000 | -11.6% | 9,072 | -28.6% | 0.14% | -18.1% |
| Q4 2020 | $1,508,000 | +24.6% | 12,710 | -5.0% | 0.17% | +10.7% |
| Q3 2020 | $1,210,000 | -24.3% | 13,373 | -27.0% | 0.15% | -28.9% |
| Q2 2020 | $1,599,000 | -17.3% | 18,320 | -36.5% | 0.21% | -30.4% |
| Q1 2020 | $1,934,000 | +30.6% | 28,856 | +93.8% | 0.30% | +47.8% |
| Q4 2019 | $1,481,000 | +12.8% | 14,886 | -0.0% | 0.20% | +8.5% |
| Q3 2019 | $1,313,000 | -8.7% | 14,892 | -3.5% | 0.19% | -14.1% |
| Q2 2019 | $1,438,000 | -7.4% | 15,427 | -7.9% | 0.22% | -10.2% |
| Q1 2019 | $1,553,000 | +9.6% | 16,742 | -2.6% | 0.24% | -0.8% |
| Q4 2018 | $1,417,000 | +638.0% | 17,182 | +852.4% | 0.25% | +696.8% |
| Q3 2018 | $192,000 | +1.1% | 1,804 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $190,000 | +9.8% | 1,804 | 0.0% | 0.03% | +10.7% |
| Q1 2018 | $173,000 | -3.9% | 1,804 | -3.9% | 0.03% | 0.0% |
| Q4 2017 | $180,000 | +21.6% | 1,878 | +19.5% | 0.03% | +16.7% |
| Q3 2017 | $148,000 | +29.8% | 1,571 | +22.2% | 0.02% | +26.3% |
| Q2 2017 | $114,000 | +4.6% | 1,286 | +0.8% | 0.02% | 0.0% |
| Q1 2017 | $109,000 | -34.7% | 1,276 | -44.9% | 0.02% | -42.4% |
| Q4 2015 | $167,000 | +46.5% | 2,316 | +54.4% | 0.03% | +43.5% |
| Q2 2014 | $114,000 | -100.0% | 1,500 | -77.2% | 0.02% | -77.9% |
| Q1 2014 | $509,407,000 | +12.9% | 6,590 | 0.0% | 0.10% | +10.6% |
| Q3 2013 | $451,349,000 | -0.5% | 6,590 | -10.3% | 0.09% | -4.1% |
| Q2 2013 | $453,716,000 | – | 7,350 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |