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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,357,000 | +324.9% | 26,051 | +384.7% | 0.04% | +216.7% |
| Q1 2021 | $790,000 | -92.0% | 5,375 | -95.5% | 0.01% | -98.7% |
| Q2 2015 | $9,841,000 | +90.6% | 120,705 | +84.8% | 0.90% | +91.9% |
| Q1 2015 | $5,164,000 | +1518.8% | 65,306 | +1482.8% | 0.47% | +1637.0% |
| Q1 2014 | $319,000 | +3.6% | 4,126 | +0.5% | 0.03% | +3.8% |
| Q4 2013 | $308,000 | +37.5% | 4,106 | +25.4% | 0.03% | +44.4% |
| Q3 2013 | $224,000 | – | 3,275 | – | 0.02% | – |
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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% |