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 2018 | $345,000 | +10.2% | 3,267 | 0.0% | 0.23% | +18.9% |
| Q1 2018 | $313,000 | -94.6% | 3,267 | -85.0% | 0.19% | -94.3% |
| Q4 2017 | $5,845,000 | +1791.6% | 21,743 | +565.5% | 3.36% | +1667.4% |
| Q3 2017 | $309,000 | +6.2% | 3,267 | 0.0% | 0.19% | +4.4% |
| Q2 2017 | $291,000 | +3.9% | 3,267 | 0.0% | 0.18% | +2.8% |
| Q1 2017 | $280,000 | 0.0% | 3,267 | 0.0% | 0.18% | -1.1% |
| Q4 2016 | $280,000 | +9.8% | 3,267 | 0.0% | 0.18% | +15.5% |
| Q3 2016 | $255,000 | +10.4% | 3,267 | 0.0% | 0.16% | +9.2% |
| Q2 2016 | $231,000 | +4.1% | 3,267 | 0.0% | 0.14% | 0.0% |
| Q1 2016 | $222,000 | -5.9% | 3,267 | 0.0% | 0.14% | -6.0% |
| Q4 2015 | $236,000 | +3.1% | 3,267 | -0.3% | 0.15% | +3.4% |
| Q3 2015 | $229,000 | -14.2% | 3,276 | 0.0% | 0.15% | -20.7% |
| Q2 2015 | $267,000 | +3.1% | 3,276 | 0.0% | 0.18% | +4.0% |
| Q1 2015 | $259,000 | +2.8% | 3,276 | 0.0% | 0.18% | +3.5% |
| Q4 2014 | $252,000 | +10.5% | 3,276 | 0.0% | 0.17% | +6.2% |
| Q3 2014 | $228,000 | -8.4% | 3,276 | 0.0% | 0.16% | -5.3% |
| Q2 2014 | $249,000 | -1.6% | 3,276 | 0.0% | 0.17% | -6.1% |
| Q1 2014 | $253,000 | +2.8% | 3,276 | 0.0% | 0.18% | +1.1% |
| Q4 2013 | $246,000 | +9.8% | 3,276 | 0.0% | 0.18% | +2.9% |
| Q3 2013 | $224,000 | +10.9% | 3,276 | -0.1% | 0.17% | +10.1% |
| Q2 2013 | $202,000 | – | 3,278 | – | 0.16% | – |
Download | ||||||
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% |