ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $9,453,000 | +2.7% | 115,942 | -0.4% | 0.01% | 0.0% |
| Q1 2015 | $9,204,000 | +4.7% | 116,387 | +1.9% | 0.01% | -11.1% |
| Q4 2014 | $8,790,000 | +1.2% | 114,187 | -8.6% | 0.01% | -10.0% |
| Q3 2014 | $8,684,000 | -9.3% | 124,908 | -0.7% | 0.01% | -9.1% |
| Q2 2014 | $9,576,000 | -4.1% | 125,796 | -2.6% | 0.01% | -15.4% |
| Q1 2014 | $9,985,000 | +5.8% | 129,169 | +2.8% | 0.01% | 0.0% |
| Q4 2013 | $9,435,000 | -33.0% | 125,596 | -38.9% | 0.01% | -38.1% |
| Q3 2013 | $14,087,000 | +2.1% | 205,683 | -8.0% | 0.02% | 0.0% |
| Q2 2013 | $13,796,000 | – | 223,496 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |