ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 125 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,688,186 | +1.3% | 26,855 | +10.6% | 0.00% | – |
Q2 2023 | $2,654,460 | +40.2% | 24,286 | +34.1% | 0.00% | – |
Q1 2023 | $1,893,199 | +79.7% | 18,115 | +85.5% | 0.00% | – |
Q4 2022 | $1,053,283 | -64.0% | 9,768 | -65.4% | 0.00% | -100.0% |
Q3 2022 | $2,922,000 | -34.7% | 28,255 | -34.4% | 0.00% | 0.0% |
Q2 2022 | $4,476,000 | +103.0% | 43,049 | +151.5% | 0.00% | – |
Q1 2022 | $2,205,000 | -91.4% | 17,116 | -90.6% | 0.00% | -100.0% |
Q4 2021 | $25,555,000 | +39.1% | 182,886 | +43.6% | 0.01% | +25.0% |
Q3 2021 | $18,375,000 | -24.8% | 127,316 | -20.5% | 0.00% | -33.3% |
Q2 2021 | $24,430,000 | -12.6% | 160,090 | -15.8% | 0.01% | -14.3% |
Q1 2021 | $27,942,000 | +240.3% | 190,144 | +174.8% | 0.01% | +250.0% |
Q4 2020 | $8,211,000 | +27.9% | 69,206 | -2.5% | 0.00% | 0.0% |
Q3 2020 | $6,421,000 | -7.1% | 70,974 | -10.4% | 0.00% | 0.0% |
Q2 2020 | $6,915,000 | +32.7% | 79,234 | +1.9% | 0.00% | 0.0% |
Q1 2020 | $5,210,000 | +9.9% | 77,727 | +63.2% | 0.00% | 0.0% |
Q4 2019 | $4,740,000 | -41.5% | 47,638 | -48.2% | 0.00% | -50.0% |
Q3 2019 | $8,105,000 | -40.9% | 91,950 | -37.6% | 0.00% | -33.3% |
Q2 2019 | $13,722,000 | +68.0% | 147,245 | +67.3% | 0.01% | +50.0% |
Q1 2019 | $8,166,000 | +146.8% | 88,032 | +119.3% | 0.00% | +100.0% |
Q4 2018 | $3,309,000 | -43.3% | 40,138 | -26.9% | 0.00% | 0.0% |
Q3 2018 | $5,833,000 | +35.2% | 54,875 | +34.4% | 0.00% | 0.0% |
Q2 2018 | $4,314,000 | +28.5% | 40,838 | +16.9% | 0.00% | 0.0% |
Q1 2018 | $3,356,000 | -6.3% | 34,938 | -6.7% | 0.00% | 0.0% |
Q4 2017 | $3,583,000 | +25.0% | 37,438 | +23.4% | 0.00% | 0.0% |
Q3 2017 | $2,866,000 | +36.2% | 30,346 | +28.2% | 0.00% | 0.0% |
Q2 2017 | $2,105,000 | -64.0% | 23,674 | -65.4% | 0.00% | -60.0% |
Q1 2017 | $5,855,000 | +141.3% | 68,365 | +141.9% | 0.01% | +150.0% |
Q4 2016 | $2,426,000 | -28.4% | 28,258 | -35.0% | 0.00% | -33.3% |
Q3 2016 | $3,389,000 | -34.1% | 43,444 | -40.2% | 0.00% | -50.0% |
Q2 2016 | $5,140,000 | +47.5% | 72,686 | +41.7% | 0.01% | +50.0% |
Q1 2016 | $3,484,000 | +390.0% | 51,301 | +403.5% | 0.00% | +300.0% |
Q3 2015 | $711,000 | -64.8% | 10,189 | -58.9% | 0.00% | -50.0% |
Q2 2015 | $2,020,000 | +182.9% | 24,782 | +174.5% | 0.00% | +100.0% |
Q1 2015 | $714,000 | +449.2% | 9,029 | +382.3% | 0.00% | – |
Q3 2014 | $130,000 | -48.6% | 1,872 | -43.7% | 0.00% | – |
Q2 2014 | $253,000 | +10.0% | 3,325 | +11.6% | 0.00% | – |
Q1 2014 | $230,000 | – | 2,979 | – | 0.00% | – |
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% |