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 ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 247,995 | $16,985,000 | 4.36% |
| Kovack Advisors, Inc. | 11,923 | $817,000 | 4.20% |
| HBK Sorce Advisory LLC | 104,119 | $7,131,000 | 2.95% |
| Connective Capital Management, LLC | 30,839 | $2,112,000 | 2.94% |
| TELEMUS CAPITAL, LLC | 142,713 | $9,774,000 | 2.90% |
| MONROE BANK & TRUST/MI | 90,032 | $6,166,000 | 2.54% |
| BOK Financial Private Wealth, Inc. | 142,218 | $9,741,000 | 1.96% |
| QS Investors, LLC | 556,260 | $38,020,000 | 1.64% |
| TOTH FINANCIAL ADVISORY CORP | 48,736 | $3,338,000 | 1.56% |
| Twele Capital Management, Inc. | 67,572 | $4,628,000 | 1.51% |