ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 29 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,244,000 | +1.6% | 21,578 | -1.8% | 0.01% | -12.5% |
| Q2 2017 | $1,224,000 | +0.2% | 21,973 | -3.1% | 0.01% | 0.0% |
| Q1 2017 | $1,222,000 | +46.3% | 22,671 | +38.4% | 0.01% | +33.3% |
| Q4 2016 | $835,000 | +9.0% | 16,384 | +5.6% | 0.01% | 0.0% |
| Q3 2016 | $766,000 | +47.3% | 15,513 | +42.6% | 0.01% | +50.0% |
| Q2 2016 | $520,000 | -73.5% | 10,882 | -74.0% | 0.00% | -76.5% |
| Q1 2016 | $1,963,000 | +0.1% | 41,907 | +0.4% | 0.02% | -10.5% |
| Q4 2015 | $1,961,000 | +25.9% | 41,742 | +16.9% | 0.02% | +18.8% |
| Q3 2015 | $1,558,000 | -4.7% | 35,713 | +2.9% | 0.02% | 0.0% |
| Q2 2015 | $1,635,000 | +8.2% | 34,707 | +7.4% | 0.02% | 0.0% |
| Q1 2015 | $1,511,000 | +15.3% | 32,316 | +16.4% | 0.02% | +6.7% |
| Q4 2014 | $1,311,000 | – | 27,768 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 227,510 | $14,003,000 | 10.06% |
| C-J Advisory, Inc. | 141,586 | $8,714,000 | 7.86% |
| Systelligence, LLC | 40,638 | $2,501,000 | 1.17% |
| Pegasus Partners Ltd. | 24,568 | $1,512,000 | 0.59% |
| BEAM WEALTH ADVISORS, INC. | 8,732 | $537,000 | 0.53% |
| Patriot Financial Group Insurance Agency, LLC | 10,931 | $673,000 | 0.31% |
| Meristem Family Wealth, LLC | 15,300 | $942,000 | 0.29% |
| GenWealth Group, Inc. | 9,635 | $593,000 | 0.26% |
| Greenwich Wealth Management LLC | 10,257 | $1,174,000 | 0.25% |
| MONECO Advisors, LLC | 3,929 | $242,000 | 0.25% |