ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 125 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $20,000 | -28.6% | 237 | -34.0% | 0.02% | -29.2% |
| Q3 2016 | $28,000 | -26.3% | 359 | -33.1% | 0.02% | -38.5% |
| Q2 2016 | $38,000 | +2.7% | 537 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $37,000 | -5.1% | 537 | +0.2% | 0.04% | -9.3% |
| Q4 2015 | $39,000 | +14.7% | 536 | +8.7% | 0.04% | +43.3% |
| Q3 2015 | $34,000 | -15.0% | 493 | +0.2% | 0.03% | -9.1% |
| Q2 2015 | $40,000 | +2.6% | 492 | 0.0% | 0.03% | +10.0% |
| Q1 2015 | $39,000 | +2.6% | 492 | +0.2% | 0.03% | +7.1% |
| Q4 2014 | $38,000 | +11.8% | 491 | +0.4% | 0.03% | 0.0% |
| Q3 2014 | $34,000 | -8.1% | 489 | +0.4% | 0.03% | -20.0% |
| Q2 2014 | $37,000 | -2.6% | 487 | 0.0% | 0.04% | -22.2% |
| Q1 2014 | $38,000 | – | 487 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |