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 2020 | $7,000 | +40.0% | 75 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $5,000 | -28.6% | 75 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | +100.0% |
| Q2 2019 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -25.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +14.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | +250.0% | 75 | +316.7% | 0.00% | – |
| Q1 2017 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000 | +100.0% | 18 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | -97.1% | 18 | -96.5% | 0.00% | -100.0% |
| Q1 2016 | $35,000 | -16.7% | 518 | 0.0% | 0.01% | -13.3% |
| Q2 2015 | $42,000 | +2.4% | 518 | 0.0% | 0.02% | -6.2% |
| Q1 2015 | $41,000 | +2.5% | 518 | 0.0% | 0.02% | -5.9% |
| Q4 2014 | $40,000 | +11.1% | 518 | 0.0% | 0.02% | -5.6% |
| Q3 2014 | $36,000 | -5.3% | 518 | +3.6% | 0.02% | 0.0% |
| Q2 2014 | $38,000 | +5.6% | 500 | -5.5% | 0.02% | -21.7% |
| Q3 2013 | $36,000 | +16.1% | 529 | +5.8% | 0.02% | 0.0% |
| Q2 2013 | $31,000 | – | 500 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |