ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 162 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $211,000 | -16.3% | 1,464 | -11.2% | 0.02% | -13.0% |
| Q2 2021 | $252,000 | -31.3% | 1,649 | -34.0% | 0.02% | -37.8% |
| Q1 2021 | $367,000 | +11.6% | 2,500 | -9.9% | 0.04% | +5.7% |
| Q4 2020 | $329,000 | +16.3% | 2,774 | -11.2% | 0.04% | +2.9% |
| Q3 2020 | $283,000 | +1.1% | 3,123 | -2.7% | 0.03% | -5.6% |
| Q2 2020 | $280,000 | 0.0% | 3,210 | -23.2% | 0.04% | -21.7% |
| Q1 2020 | $280,000 | -34.4% | 4,179 | -2.7% | 0.05% | -19.3% |
| Q4 2019 | $427,000 | +13.0% | 4,294 | +0.2% | 0.06% | +1.8% |
| Q3 2019 | $378,000 | -9.4% | 4,286 | -4.3% | 0.06% | -5.1% |
| Q2 2019 | $417,000 | +0.5% | 4,479 | +0.1% | 0.06% | -1.7% |
| Q1 2019 | $415,000 | +0.5% | 4,474 | -10.7% | 0.06% | -10.4% |
| Q4 2018 | $413,000 | – | 5,012 | – | 0.07% | – |
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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% |