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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,405,000 | -20.8% | 14,880 | -25.4% | 0.01% | -27.3% |
| Q2 2017 | $1,775,000 | -85.6% | 19,958 | -86.2% | 0.01% | -86.7% |
| Q1 2017 | $12,353,000 | +2.2% | 144,221 | +2.4% | 0.08% | -6.7% |
| Q4 2016 | $12,088,000 | +1190.1% | 140,816 | +1072.1% | 0.09% | +1171.4% |
| Q3 2016 | $937,000 | -2.0% | 12,014 | -11.1% | 0.01% | -12.5% |
| Q2 2016 | $956,000 | +4.9% | 13,515 | +0.7% | 0.01% | 0.0% |
| Q1 2016 | $911,000 | -3.9% | 13,416 | +2.1% | 0.01% | -11.1% |
| Q4 2015 | $948,000 | +1.1% | 13,142 | -2.3% | 0.01% | -10.0% |
| Q3 2015 | $938,000 | +68.4% | 13,445 | +96.7% | 0.01% | +66.7% |
| Q2 2015 | $557,000 | +12.5% | 6,835 | +9.2% | 0.01% | +20.0% |
| Q1 2015 | $495,000 | +8.6% | 6,260 | +5.7% | 0.01% | 0.0% |
| Q4 2014 | $456,000 | +6.8% | 5,924 | -3.5% | 0.01% | 0.0% |
| Q3 2014 | $427,000 | +0.2% | 6,136 | +9.6% | 0.01% | 0.0% |
| Q2 2014 | $426,000 | +1.9% | 5,598 | +3.5% | 0.01% | -16.7% |
| Q1 2014 | $418,000 | +3.0% | 5,408 | +0.0% | 0.01% | 0.0% |
| Q4 2013 | $406,000 | +29.3% | 5,407 | +17.8% | 0.01% | +20.0% |
| Q3 2013 | $314,000 | +13.4% | 4,590 | +2.2% | 0.01% | 0.0% |
| Q2 2013 | $277,000 | – | 4,489 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |