ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 185 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $281,000 | +31.3% | 2,368 | +0.1% | 0.02% | +15.0% |
| Q3 2020 | $214,000 | +3.9% | 2,366 | +0.0% | 0.02% | +5.3% |
| Q2 2020 | $206,000 | -35.8% | 2,365 | -26.8% | 0.02% | -62.7% |
| Q4 2019 | $321,000 | +13.0% | 3,230 | +0.1% | 0.05% | +21.4% |
| Q3 2019 | $284,000 | -5.6% | 3,227 | 0.0% | 0.04% | -4.5% |
| Q2 2019 | $301,000 | +0.7% | 3,227 | +0.0% | 0.04% | +7.3% |
| Q1 2019 | $299,000 | +12.4% | 3,226 | +0.1% | 0.04% | +2.5% |
| Q4 2018 | $266,000 | -30.0% | 3,224 | -9.9% | 0.04% | +11.1% |
| Q3 2018 | $380,000 | +0.5% | 3,578 | +0.0% | 0.04% | -33.3% |
| Q2 2018 | $378,000 | +6.5% | 3,577 | -3.1% | 0.05% | +8.0% |
| Q1 2018 | $355,000 | -11.5% | 3,693 | -11.9% | 0.05% | -21.9% |
| Q4 2017 | $401,000 | -36.5% | 4,191 | -37.3% | 0.06% | -29.7% |
| Q3 2017 | $631,000 | +6.2% | 6,686 | +0.0% | 0.09% | 0.0% |
| Q2 2017 | $594,000 | +3.8% | 6,683 | 0.0% | 0.09% | +3.4% |
| Q1 2017 | $572,000 | -18.4% | 6,683 | -18.2% | 0.09% | -23.5% |
| Q4 2016 | $701,000 | +2.6% | 8,170 | -6.6% | 0.12% | +10.6% |
| Q3 2016 | $683,000 | +10.5% | 8,749 | +0.0% | 0.10% | +5.1% |
| Q2 2016 | $618,000 | +4.0% | 8,745 | 0.0% | 0.10% | +98.0% |
| Q1 2016 | $594,000 | -5.7% | 8,745 | +0.1% | 0.05% | -50.5% |
| Q4 2015 | $630,000 | +3.4% | 8,738 | +0.0% | 0.10% | +5.2% |
| Q3 2015 | $609,000 | -14.5% | 8,735 | +0.0% | 0.10% | -12.7% |
| Q2 2015 | $712,000 | +3.2% | 8,733 | +0.0% | 0.11% | -0.9% |
| Q1 2015 | $690,000 | +156.5% | 8,730 | +149.4% | 0.11% | +117.6% |
| Q4 2014 | $269,000 | – | 3,500 | – | 0.05% | – |
Download | ||||||
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% |