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 2017 | $525,000 | +4.0% | 6,132 | -17.6% | 0.02% | +7.1% |
| Q1 2016 | $505,000 | -46.2% | 7,440 | -44.7% | 0.01% | -6.7% |
| Q3 2015 | $938,000 | +87.6% | 13,442 | +112.6% | 0.02% | +50.0% |
| Q1 2015 | $500,000 | -34.8% | 6,322 | -42.7% | 0.01% | -33.3% |
| Q3 2014 | $767,000 | -8.9% | 11,031 | -0.2% | 0.02% | +15.4% |
| Q2 2014 | $842,000 | +178.8% | 11,056 | +150.6% | 0.01% | +225.0% |
| Q3 2013 | $302,000 | – | 4,412 | – | 0.00% | – |
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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% |