ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 163 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22 | -8.3% | 220 | 0.0% | 0.00% | – |
| Q2 2023 | $24 | -75.0% | 220 | -76.0% | 0.00% | -100.0% |
| Q1 2023 | $96 | -3.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $99 | -99.9% | 915 | -1.4% | 0.00% | 0.0% |
| Q3 2022 | $96,000 | -1.0% | 928 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $97,000 | -17.8% | 932 | +1.9% | 0.00% | 0.0% |
| Q1 2022 | $118,000 | -7.8% | 915 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $128,000 | -8.6% | 915 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $140,000 | 0.0% | 915 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $140,000 | +600.0% | 915 | +279.7% | 0.00% | – |
| Q4 2018 | $20,000 | -31.0% | 241 | -10.4% | 0.00% | -100.0% |
| Q3 2018 | $29,000 | +11.5% | 269 | +8.5% | 0.00% | 0.0% |
| Q2 2018 | $26,000 | +23.8% | 248 | +12.7% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $21,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | +5.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $20,000 | +5.3% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $19,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $19,000 | +11.8% | 220 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $17,000 | +6.2% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $16,000 | +6.7% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $15,000 | -93.0% | 220 | -92.2% | 0.00% | -97.4% |
| Q2 2014 | $215,000 | -1.8% | 2,831 | 0.0% | 0.04% | +26.7% |
| Q1 2014 | $219,000 | -71.4% | 2,831 | -72.2% | 0.03% | -74.8% |
| Q4 2013 | $766,000 | -19.7% | 10,200 | -26.8% | 0.12% | -52.4% |
| Q3 2013 | $954,000 | – | 13,936 | – | 0.25% | – |
Download | ||||||
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% |