ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 135 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $245,000 | +0.4% | 2,550 | 0.0% | 0.07% | -1.4% |
| Q4 2017 | $244,000 | +1.2% | 2,550 | 0.0% | 0.07% | -12.3% |
| Q3 2017 | $241,000 | +6.2% | 2,550 | 0.0% | 0.08% | 0.0% |
| Q2 2017 | $227,000 | +4.1% | 2,550 | 0.0% | 0.08% | -32.5% |
| Q1 2017 | $218,000 | +5.8% | 2,550 | +6.2% | 0.12% | +0.8% |
| Q4 2016 | $206,000 | +41.1% | 2,400 | +14.3% | 0.12% | +63.0% |
| Q3 2014 | $146,000 | -8.8% | 2,100 | 0.0% | 0.07% | -5.2% |
| Q2 2014 | $160,000 | -1.2% | 2,100 | 0.0% | 0.08% | +48.1% |
| Q1 2014 | $162,000 | +2.5% | 2,100 | 0.0% | 0.05% | -5.5% |
| Q4 2013 | $158,000 | +15.3% | 2,100 | +5.0% | 0.06% | +5.8% |
| Q3 2013 | $137,000 | +11.4% | 2,000 | 0.0% | 0.05% | +18.2% |
| Q2 2013 | $123,000 | – | 2,000 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |