ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 4.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,000 | -18.5% | 218 | +9.0% | 0.00% | – |
| Q4 2021 | $27,000 | -85.3% | 200 | -90.2% | 0.00% | – |
| Q3 2020 | $184,000 | +106.7% | 2,041 | +99.9% | 0.00% | – |
| Q2 2020 | $89,000 | +45.9% | 1,021 | +10.9% | 0.00% | – |
| Q1 2020 | $61,000 | +41.9% | 921 | +110.8% | 0.00% | – |
| Q4 2019 | $43,000 | +13.2% | 437 | 0.0% | 0.00% | – |
| Q3 2019 | $38,000 | +1166.7% | 437 | +1224.2% | 0.00% | – |
| Q1 2019 | $3,000 | – | 33 | +3200.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 1 | -99.3% | 0.00% | -100.0% |
| Q1 2017 | $12,000 | -74.5% | 151 | -72.7% | 0.00% | -66.7% |
| Q4 2016 | $47,000 | +571.4% | 553 | +453.0% | 0.00% | – |
| Q3 2016 | $7,000 | -53.3% | 100 | -54.5% | 0.00% | -100.0% |
| Q4 2015 | $15,000 | +25.0% | 220 | +26.4% | 0.00% | 0.0% |
| Q3 2015 | $12,000 | – | 174 | – | 0.00% | – |
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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% |