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 2016 | $1,316,000 | +7.8% | 18,602 | +3.5% | 0.22% | +69.5% |
| Q1 2016 | $1,221,000 | -2.2% | 17,972 | +3.7% | 0.13% | -3.8% |
| Q4 2015 | $1,249,000 | +7.0% | 17,323 | +3.5% | 0.13% | +0.8% |
| Q3 2015 | $1,167,000 | -12.3% | 16,731 | +2.5% | 0.13% | -6.4% |
| Q2 2015 | $1,331,000 | +2.4% | 16,326 | -0.7% | 0.14% | +1.4% |
| Q1 2015 | $1,300,000 | -1.5% | 16,436 | -4.1% | 0.14% | -6.7% |
| Q4 2014 | $1,320,000 | +17.4% | 17,142 | +6.0% | 0.15% | +10.4% |
| Q3 2014 | $1,124,000 | -10.0% | 16,166 | -1.5% | 0.14% | -13.5% |
| Q2 2014 | $1,249,000 | +4.3% | 16,408 | +6.0% | 0.16% | -7.7% |
| Q1 2014 | $1,197,000 | -40.3% | 15,483 | -42.0% | 0.17% | +9.7% |
| Q4 2013 | $2,006,000 | +122.1% | 26,698 | +102.4% | 0.15% | -1.9% |
| Q3 2013 | $903,000 | +8.5% | 13,188 | -2.2% | 0.16% | -4.3% |
| Q2 2013 | $832,000 | – | 13,483 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |