ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $269,000 | -8.5% | 2,270 | -30.1% | 0.08% | -17.2% |
| Q3 2020 | $294,000 | +44.8% | 3,249 | +39.7% | 0.10% | +39.4% |
| Q2 2020 | $203,000 | -59.9% | 2,325 | -54.3% | 0.07% | -53.6% |
| Q4 2019 | $506,000 | +12.7% | 5,085 | -0.3% | 0.15% | +8.5% |
| Q3 2019 | $449,000 | -10.7% | 5,098 | -5.5% | 0.14% | -11.9% |
| Q2 2019 | $503,000 | -17.7% | 5,394 | -18.1% | 0.16% | -17.5% |
| Q1 2019 | $611,000 | +9.5% | 6,584 | -2.7% | 0.19% | -2.5% |
| Q4 2018 | $558,000 | -14.4% | 6,765 | +10.3% | 0.20% | -9.5% |
| Q3 2018 | $652,000 | -0.2% | 6,134 | -0.8% | 0.22% | -2.7% |
| Q2 2018 | $653,000 | +5.0% | 6,184 | -4.5% | 0.23% | +2.7% |
| Q1 2018 | $622,000 | +2.3% | 6,477 | +2.0% | 0.22% | -0.9% |
| Q4 2017 | $608,000 | -0.5% | 6,352 | -1.8% | 0.22% | -5.1% |
| Q3 2017 | $611,000 | +8.9% | 6,471 | +2.7% | 0.23% | +5.4% |
| Q2 2017 | $561,000 | -0.2% | 6,303 | -4.0% | 0.22% | -2.6% |
| Q1 2017 | $562,000 | -29.4% | 6,565 | -29.2% | 0.23% | -31.3% |
| Q4 2016 | $796,000 | +8.0% | 9,278 | -1.7% | 0.33% | +8.1% |
| Q3 2016 | $737,000 | +10.7% | 9,443 | +0.2% | 0.31% | +6.6% |
| Q2 2016 | $666,000 | +27.6% | 9,423 | +22.6% | 0.29% | +12.5% |
| Q1 2016 | $522,000 | -51.4% | 7,685 | -48.5% | 0.26% | -56.2% |
| Q4 2015 | $1,075,000 | +47.5% | 14,915 | +42.7% | 0.58% | +44.1% |
| Q3 2015 | $729,000 | -14.6% | 10,455 | -0.2% | 0.41% | -11.0% |
| Q2 2015 | $854,000 | +2.9% | 10,480 | -0.2% | 0.46% | +1.3% |
| Q1 2015 | $830,000 | +2.7% | 10,497 | 0.0% | 0.45% | +2.3% |
| Q4 2014 | $808,000 | +97.1% | 10,497 | +78.0% | 0.44% | +93.8% |
| Q3 2014 | $410,000 | -8.7% | 5,897 | 0.0% | 0.23% | -7.3% |
| Q2 2014 | $449,000 | -1.5% | 5,897 | 0.0% | 0.24% | -6.5% |
| Q1 2014 | $456,000 | -4.2% | 5,897 | -7.0% | 0.26% | -7.7% |
| Q4 2013 | $476,000 | +4.6% | 6,339 | -4.6% | 0.28% | -0.4% |
| Q3 2013 | $455,000 | -1.1% | 6,644 | -10.8% | 0.28% | -1.4% |
| Q2 2013 | $460,000 | – | 7,448 | – | 0.29% | – |
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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% |