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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |