ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 149 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $450,000 | -24.9% | 5,454 | -3.3% | 0.02% | 0.0% |
| Q3 2018 | $599,000 | -0.8% | 5,638 | -1.4% | 0.02% | 0.0% |
| Q2 2018 | $604,000 | +7.9% | 5,720 | -1.9% | 0.02% | -6.2% |
| Q1 2018 | $560,000 | -3.1% | 5,832 | -3.4% | 0.02% | -5.9% |
| Q4 2017 | $578,000 | +2.1% | 6,038 | +0.7% | 0.02% | 0.0% |
| Q3 2017 | $566,000 | -0.2% | 5,995 | -6.0% | 0.02% | -10.5% |
| Q2 2017 | $567,000 | -0.5% | 6,381 | -4.1% | 0.02% | +5.6% |
| Q1 2017 | $570,000 | -2.9% | 6,652 | -2.6% | 0.02% | -5.3% |
| Q4 2016 | $587,000 | +8.9% | 6,833 | -1.1% | 0.02% | +26.7% |
| Q3 2016 | $539,000 | +9.6% | 6,908 | -0.7% | 0.02% | +25.0% |
| Q2 2016 | $492,000 | – | 6,955 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |