ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 137 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $6,428,000 | -0.5% | 60,467 | -1.2% | 0.94% | -1.6% |
| Q2 2018 | $6,462,000 | +23.0% | 61,186 | +11.8% | 0.96% | +25.3% |
| Q1 2018 | $5,255,000 | +17.4% | 54,708 | +16.9% | 0.76% | +22.2% |
| Q4 2017 | $4,478,000 | +11.6% | 46,788 | +10.2% | 0.62% | +1.1% |
| Q3 2017 | $4,011,000 | +11.9% | 42,468 | +5.4% | 0.62% | -19.8% |
| Q2 2017 | $3,585,000 | +9.9% | 40,308 | +5.8% | 0.77% | -30.0% |
| Q1 2017 | $3,263,000 | +28.4% | 38,096 | +28.6% | 1.10% | +4.1% |
| Q4 2016 | $2,542,000 | +269.5% | 29,617 | +235.8% | 1.06% | +229.6% |
| Q3 2016 | $688,000 | +10.3% | 8,821 | 0.0% | 0.32% | +11.5% |
| Q2 2016 | $624,000 | -55.8% | 8,821 | -55.0% | 0.29% | -49.1% |
| Q4 2015 | $1,412,000 | -49.0% | 19,582 | -42.3% | 0.57% | -33.1% |
| Q2 2015 | $2,768,000 | +256.2% | 33,948 | +245.7% | 0.85% | +861.4% |
| Q1 2015 | $777,000 | +2.5% | 9,820 | -0.2% | 0.09% | -67.4% |
| Q4 2014 | $758,000 | – | 9,843 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |