ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 132 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,943,000 | +4.0% | 27,466 | 0.0% | 5.82% | +0.3% |
| Q1 2016 | $1,868,000 | -5.7% | 27,466 | 0.0% | 5.80% | +39.7% |
| Q4 2015 | $1,981,000 | +3.4% | 27,466 | 0.0% | 4.15% | +5.8% |
| Q3 2015 | $1,915,000 | -14.5% | 27,466 | 0.0% | 3.93% | -17.0% |
| Q2 2015 | $2,240,000 | +3.1% | 27,466 | 0.0% | 4.73% | +39.0% |
| Q1 2015 | $2,172,000 | +2.7% | 27,466 | 0.0% | 3.41% | -1.1% |
| Q4 2014 | $2,115,000 | -1.4% | 27,466 | -10.9% | 3.44% | +6.9% |
| Q3 2014 | $2,144,000 | -8.7% | 30,839 | 0.0% | 3.22% | -21.6% |
| Q2 2014 | $2,348,000 | -1.5% | 30,839 | 0.0% | 4.11% | +7.6% |
| Q1 2014 | $2,384,000 | +2.9% | 30,839 | 0.0% | 3.82% | +40.8% |
| Q4 2013 | $2,316,000 | +9.7% | 30,839 | 0.0% | 2.71% | -8.0% |
| Q3 2013 | $2,112,000 | -31.7% | 30,839 | -38.4% | 2.94% | -35.1% |
| Q2 2013 | $3,091,000 | – | 50,071 | – | 4.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |