ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,781,000 | -23.3% | 39,500 | -24.3% | 0.34% | -28.7% |
| Q3 2017 | $4,930,000 | +249.6% | 52,200 | +201.7% | 0.48% | +315.7% |
| Q2 2015 | $1,410,000 | -17.8% | 17,300 | -20.3% | 0.12% | -13.5% |
| Q1 2015 | $1,716,000 | -2.2% | 21,700 | -4.8% | 0.13% | -13.6% |
| Q4 2014 | $1,755,000 | +220.3% | 22,800 | +216.7% | 0.15% | +48.1% |
| Q2 2014 | $548,000 | -60.8% | 7,200 | -60.2% | 0.10% | -65.8% |
| Q1 2014 | $1,399,000 | +10.9% | 18,100 | +7.7% | 0.30% | -4.1% |
| Q4 2013 | $1,262,000 | – | 16,800 | – | 0.32% | – |
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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% |