ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 162 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $43,000 | +4.9% | 474 | 0.0% | 0.01% | +16.7% |
| Q2 2020 | $41,000 | +2.5% | 474 | -20.2% | 0.01% | 0.0% |
| Q1 2020 | $40,000 | -32.2% | 594 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $59,000 | +13.5% | 594 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $52,000 | -5.5% | 594 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $55,000 | 0.0% | 594 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $55,000 | -16.7% | 594 | -4.5% | 0.01% | -30.0% |
| Q4 2018 | $66,000 | +4.8% | 622 | +4.7% | 0.01% | +11.1% |
| Q3 2018 | $63,000 | -4.5% | 594 | -4.5% | 0.01% | -10.0% |
| Q2 2018 | $66,000 | -45.9% | 622 | -50.9% | 0.01% | -47.4% |
| Q1 2018 | $122,000 | +0.8% | 1,267 | 0.0% | 0.02% | +5.6% |
| Q4 2017 | $121,000 | +0.8% | 1,267 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $120,000 | +6.2% | 1,267 | 0.0% | 0.02% | +5.6% |
| Q2 2017 | $113,000 | -87.3% | 1,267 | -87.8% | 0.02% | -87.2% |
| Q1 2017 | $891,000 | -15.5% | 10,407 | -15.2% | 0.14% | -11.9% |
| Q4 2016 | $1,054,000 | +21.8% | 12,276 | +10.8% | 0.16% | +23.1% |
| Q3 2016 | $865,000 | -35.3% | 11,082 | -41.4% | 0.13% | -31.9% |
| Q2 2016 | $1,336,000 | -33.1% | 18,897 | -35.7% | 0.19% | -31.0% |
| Q1 2016 | $1,997,000 | -38.3% | 29,409 | -34.5% | 0.28% | -39.4% |
| Q4 2015 | $3,237,000 | +185.2% | 44,899 | +175.9% | 0.46% | +140.5% |
| Q3 2015 | $1,135,000 | -14.8% | 16,271 | -0.4% | 0.19% | -10.0% |
| Q2 2015 | $1,332,000 | +3.3% | 16,341 | +0.1% | 0.21% | +2.9% |
| Q1 2015 | $1,290,000 | +4.4% | 16,319 | +1.6% | 0.20% | +34.0% |
| Q4 2014 | $1,236,000 | +10.8% | 16,059 | 0.0% | 0.15% | +2.7% |
| Q3 2014 | $1,116,000 | -8.7% | 16,059 | 0.0% | 0.15% | -8.6% |
| Q2 2014 | $1,222,000 | -1.5% | 16,059 | 0.0% | 0.16% | -18.1% |
| Q1 2014 | $1,241,000 | +2.9% | 16,059 | 0.0% | 0.20% | +5.9% |
| Q4 2013 | $1,206,000 | +9.6% | 16,059 | 0.0% | 0.19% | -0.5% |
| Q3 2013 | $1,100,000 | +11.0% | 16,059 | 0.0% | 0.19% | +2.7% |
| Q2 2013 | $991,000 | – | 16,059 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |