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 ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |