ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 118 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.60 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,580,000 | +51500.0% | 25,953 | +47961.1% | 0.09% | – |
| Q3 2019 | $5,000 | -94.4% | 54 | -94.2% | 0.00% | -100.0% |
| Q4 2017 | $89,000 | -73.8% | 937 | -77.6% | 0.00% | -73.3% |
| Q2 2015 | $340,000 | +49.8% | 4,189 | +45.9% | 0.02% | 0.0% |
| Q1 2015 | $227,000 | -17.5% | 2,872 | -19.8% | 0.02% | -25.0% |
| Q4 2014 | $275,000 | +11.8% | 3,583 | +0.8% | 0.02% | 0.0% |
| Q3 2014 | $246,000 | -74.5% | 3,555 | -71.9% | 0.02% | -71.8% |
| Q2 2014 | $966,000 | +83.0% | 12,635 | +84.4% | 0.07% | +77.5% |
| Q1 2014 | $528,000 | +6.5% | 6,853 | +4.9% | 0.04% | 0.0% |
| Q4 2013 | $496,000 | +15.9% | 6,535 | +5.4% | 0.04% | +60.0% |
| Q3 2013 | $428,000 | +94.5% | 6,199 | +71.8% | 0.02% | +38.9% |
| Q2 2013 | $220,000 | – | 3,609 | – | 0.02% | – |
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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% |