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 2021 | $417,000 | +107.5% | 2,733 | -1.9% | 0.02% | +9.1% |
| Q4 2015 | $201,000 | -23.3% | 2,785 | -26.0% | 0.02% | 0.0% |
| Q3 2015 | $262,000 | -18.1% | 3,762 | -4.1% | 0.02% | -29.0% |
| Q2 2015 | $320,000 | -2.4% | 3,923 | -5.4% | 0.03% | -27.9% |
| Q1 2015 | $328,000 | +1.5% | 4,148 | -1.1% | 0.04% | 0.0% |
| Q4 2014 | $323,000 | -52.4% | 4,195 | -57.0% | 0.04% | -54.7% |
| Q3 2014 | $678,000 | -55.5% | 9,757 | -51.2% | 0.10% | -54.8% |
| Q2 2014 | $1,522,000 | -7.6% | 19,991 | -6.2% | 0.21% | -12.1% |
| Q1 2014 | $1,648,000 | +2.9% | 21,321 | -0.0% | 0.24% | -4.4% |
| Q4 2013 | $1,602,000 | +21.5% | 21,324 | +10.8% | 0.25% | +5.9% |
| Q3 2013 | $1,318,000 | +11.6% | 19,246 | +0.6% | 0.24% | +27.6% |
| Q2 2013 | $1,181,000 | – | 19,134 | – | 0.18% | – |
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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% |