ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 151 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $15,000 | +7.1% | 169 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $14,000 | 0.0% | 169 | +0.6% | 0.00% | +33.3% |
| Q4 2016 | $14,000 | +7.7% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | +8.3% | 168 | +0.6% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +9.1% | 167 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | -8.3% | 167 | 0.0% | 0.00% | -25.0% |
| Q4 2015 | $12,000 | -61.3% | 167 | -62.0% | 0.00% | -60.0% |
| Q3 2015 | $31,000 | -13.9% | 439 | +0.2% | 0.01% | 0.0% |
| Q2 2015 | $36,000 | +2.9% | 438 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $35,000 | +2.9% | 438 | +0.5% | 0.01% | +42.9% |
| Q4 2014 | $34,000 | +9.7% | 436 | -0.9% | 0.01% | +16.7% |
| Q3 2014 | $31,000 | -6.1% | 440 | +0.7% | 0.01% | 0.0% |
| Q2 2014 | $33,000 | +153.8% | 437 | +161.7% | 0.01% | +100.0% |
| Q1 2014 | $13,000 | 0.0% | 167 | -2.3% | 0.00% | +50.0% |
| Q4 2013 | $13,000 | +18.2% | 171 | +3.0% | 0.00% | 0.0% |
| Q3 2013 | $11,000 | +10.0% | 166 | +3.8% | 0.00% | 0.0% |
| Q2 2013 | $10,000 | – | 160 | – | 0.00% | – |
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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% |