ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $83,000 | -22.4% | 1,009 | 0.0% | 0.10% | -18.2% |
| Q3 2018 | $107,000 | 0.0% | 1,009 | 0.0% | 0.12% | +8.0% |
| Q2 2018 | $107,000 | +10.3% | 1,009 | 0.0% | 0.11% | +12.0% |
| Q1 2018 | $97,000 | -2.0% | 1,009 | -2.1% | 0.10% | -15.3% |
| Q4 2017 | $99,000 | -20.8% | 1,031 | -21.8% | 0.12% | -11.9% |
| Q3 2017 | $125,000 | +6.8% | 1,319 | 0.0% | 0.13% | +7.2% |
| Q2 2017 | $117,000 | -39.1% | 1,319 | -41.1% | 0.12% | -33.2% |
| Q1 2017 | $192,000 | -34.7% | 2,239 | -34.6% | 0.19% | -6.5% |
| Q4 2016 | $294,000 | -4.9% | 3,424 | -13.4% | 0.20% | +6.4% |
| Q3 2016 | $309,000 | -24.3% | 3,956 | -31.4% | 0.19% | -27.1% |
| Q2 2016 | $408,000 | -7.7% | 5,764 | -11.5% | 0.26% | -6.2% |
| Q1 2016 | $442,000 | -6.9% | 6,512 | -1.1% | 0.28% | -5.5% |
| Q4 2015 | $475,000 | -16.8% | 6,583 | -19.6% | 0.29% | -18.0% |
| Q3 2015 | $571,000 | -14.6% | 8,188 | -0.2% | 0.36% | -4.8% |
| Q2 2015 | $669,000 | +4.5% | 8,203 | +1.4% | 0.37% | +4.8% |
| Q1 2015 | $640,000 | -1.7% | 8,088 | -4.3% | 0.36% | -13.8% |
| Q4 2014 | $651,000 | +57.6% | 8,454 | +42.2% | 0.41% | +44.4% |
| Q3 2014 | $413,000 | +6.4% | 5,945 | +16.8% | 0.29% | +7.5% |
| Q2 2014 | $388,000 | +23.2% | 5,091 | +24.8% | 0.27% | +9.9% |
| Q1 2014 | $315,000 | -13.9% | 4,080 | -16.3% | 0.24% | -18.8% |
| Q4 2013 | $366,000 | +19.2% | 4,875 | +8.9% | 0.30% | -25.9% |
| Q3 2013 | $307,000 | +28.5% | 4,478 | +15.6% | 0.40% | +83.6% |
| Q2 2013 | $239,000 | – | 3,873 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |