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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,244,000 | +347.5% | 14,497 | +306.9% | 0.04% | +300.0% |
| Q3 2016 | $278,000 | +28.1% | 3,563 | +16.1% | 0.01% | +25.0% |
| Q2 2016 | $217,000 | +1.9% | 3,069 | -2.4% | 0.01% | -11.1% |
| Q1 2016 | $213,000 | -88.0% | 3,143 | -87.2% | 0.01% | -88.8% |
| Q4 2015 | $1,771,000 | +13.1% | 24,570 | +9.4% | 0.08% | -35.0% |
| Q3 2015 | $1,566,000 | +4505.9% | 22,449 | +5296.4% | 0.12% | +6050.0% |
| Q2 2015 | $34,000 | +47.8% | 416 | +41.5% | 0.00% | 0.0% |
| Q1 2015 | $23,000 | +9.5% | 294 | +9.3% | 0.00% | 0.0% |
| Q4 2014 | $21,000 | +16.7% | 269 | +5.5% | 0.00% | 0.0% |
| Q3 2014 | $18,000 | -28.0% | 255 | -22.7% | 0.00% | -33.3% |
| Q2 2014 | $25,000 | -69.5% | 330 | -68.9% | 0.00% | -50.0% |
| Q1 2014 | $82,000 | +203.7% | 1,060 | +198.6% | 0.01% | +50.0% |
| Q4 2013 | $27,000 | +12.5% | 355 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $24,000 | +9.1% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $22,000 | – | 355 | – | 0.00% | – |
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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% |