ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $263,885 | -76.0% | 2,315 | -74.5% | 0.00% | – |
| Q1 2024 | $1,098,137 | +2.0% | 9,061 | -2.4% | 0.00% | – |
| Q4 2023 | $1,077,028 | +13.5% | 9,282 | -2.1% | 0.00% | – |
| Q3 2023 | $948,720 | -12.6% | 9,478 | -4.6% | 0.00% | – |
| Q2 2023 | $1,085,396 | -19.7% | 9,931 | -23.2% | 0.00% | – |
| Q1 2023 | $1,351,462 | -4.7% | 12,931 | -1.6% | 0.00% | – |
| Q4 2022 | $1,417,371 | +5.0% | 13,145 | +0.7% | 0.00% | – |
| Q3 2022 | $1,350,000 | -0.7% | 13,058 | -0.1% | 0.00% | – |
| Q2 2022 | $1,359,000 | -18.1% | 13,070 | +1.5% | 0.00% | – |
| Q1 2022 | $1,659,000 | -7.1% | 12,878 | +0.8% | 0.00% | – |
| Q4 2021 | $1,785,000 | -3.4% | 12,777 | -0.2% | 0.00% | – |
| Q3 2021 | $1,848,000 | +1.4% | 12,805 | +7.2% | 0.00% | – |
| Q2 2021 | $1,822,000 | +8.5% | 11,940 | +4.5% | 0.00% | – |
| Q1 2021 | $1,680,000 | +1.0% | 11,429 | -18.5% | 0.00% | – |
| Q4 2020 | $1,663,000 | +26.2% | 14,017 | -3.8% | 0.00% | – |
| Q3 2020 | $1,318,000 | -14.1% | 14,570 | -17.1% | 0.00% | – |
| Q2 2020 | $1,534,000 | +7.3% | 17,578 | -17.6% | 0.00% | – |
| Q1 2020 | $1,430,000 | -29.7% | 21,336 | +4.4% | 0.00% | -100.0% |
| Q4 2019 | $2,033,000 | +6.2% | 20,432 | -6.0% | 0.00% | 0.0% |
| Q3 2019 | $1,915,000 | -9.6% | 21,728 | -4.4% | 0.00% | 0.0% |
| Q2 2019 | $2,118,000 | +5.4% | 22,731 | +4.9% | 0.00% | 0.0% |
| Q1 2019 | $2,009,000 | +8.0% | 21,665 | -4.0% | 0.00% | 0.0% |
| Q4 2018 | $1,860,000 | -22.9% | 22,561 | -0.6% | 0.00% | 0.0% |
| Q3 2018 | $2,413,000 | -2.3% | 22,699 | -2.9% | 0.00% | 0.0% |
| Q2 2018 | $2,469,000 | +11.5% | 23,376 | +1.4% | 0.00% | 0.0% |
| Q1 2018 | $2,215,000 | +3.5% | 23,060 | +3.1% | 0.00% | 0.0% |
| Q4 2017 | $2,141,000 | +12.3% | 22,376 | +10.9% | 0.00% | 0.0% |
| Q3 2017 | $1,906,000 | +10.9% | 20,178 | +4.4% | 0.00% | – |
| Q2 2017 | $1,719,000 | +1.5% | 19,329 | -2.3% | 0.00% | – |
| Q1 2017 | $1,693,000 | +23.2% | 19,774 | +23.6% | 0.00% | – |
| Q4 2016 | $1,374,000 | +15.4% | 16,002 | +4.9% | 0.00% | – |
| Q3 2016 | $1,191,000 | +392.1% | 15,261 | +346.4% | 0.00% | – |
| Q2 2016 | $242,000 | -79.6% | 3,419 | -79.2% | 0.00% | – |
| Q4 2015 | $1,184,000 | +15.3% | 16,413 | +11.5% | 0.00% | – |
| Q3 2015 | $1,027,000 | -4.0% | 14,714 | +12.1% | 0.00% | – |
| Q2 2015 | $1,070,000 | +18.9% | 13,124 | +15.3% | 0.00% | – |
| Q1 2015 | $900,000 | +25.5% | 11,381 | +22.3% | 0.00% | – |
| Q4 2014 | $717,000 | +40.9% | 9,305 | +27.2% | 0.00% | – |
| Q3 2014 | $509,000 | -54.6% | 7,318 | -50.3% | 0.00% | – |
| Q2 2014 | $1,122,000 | +111.3% | 14,730 | +114.4% | 0.00% | – |
| Q1 2014 | $531,000 | +31.1% | 6,870 | +27.2% | 0.00% | – |
| Q4 2013 | $405,000 | -47.4% | 5,402 | -51.9% | 0.00% | – |
| Q3 2013 | $770,000 | +161.0% | 11,238 | +135.7% | 0.00% | – |
| Q2 2013 | $295,000 | – | 4,767 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
| MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
| Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
| One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
| Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
| Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
| Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
| WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
| TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |