ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 151 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $374,758 | -16.7% | 3,287 | -11.4% | 0.01% | -20.0% |
| Q1 2024 | $449,820 | +5069.2% | 3,712 | +4849.3% | 0.01% | – |
| Q4 2023 | $8,702 | -6.3% | 75 | -15.7% | 0.00% | – |
| Q1 2023 | $9,289 | -3.0% | 89 | 0.0% | 0.00% | – |
| Q4 2022 | $9,580 | -52.1% | 89 | -32.6% | 0.00% | -100.0% |
| Q2 2021 | $20,000 | +400.0% | 132 | +247.4% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 38 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -97.1% | 38 | -97.5% | 0.00% | -100.0% |
| Q1 2020 | $103,000 | -37.2% | 1,537 | -6.7% | 0.01% | -22.2% |
| Q4 2019 | $164,000 | -21.2% | 1,648 | -26.1% | 0.01% | -30.8% |
| Q3 2019 | $208,000 | 0.0% | 2,231 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $208,000 | -13.0% | 2,231 | -13.3% | 0.01% | -23.5% |
| Q1 2019 | $239,000 | -16.1% | 2,574 | -25.4% | 0.02% | -32.0% |
| Q4 2018 | $285,000 | -80.8% | 3,451 | -75.3% | 0.02% | -76.9% |
| Q3 2018 | $1,485,000 | +171.5% | 13,965 | +173.9% | 0.11% | +157.1% |
| Q2 2018 | $547,000 | +768.3% | 5,098 | +672.4% | 0.04% | +740.0% |
| Q1 2018 | $63,000 | 0.0% | 660 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $63,000 | +1.6% | 658 | +0.3% | 0.01% | -28.6% |
| Q3 2017 | $62,000 | +51.2% | 656 | +43.9% | 0.01% | +40.0% |
| Q2 2017 | $41,000 | -4.7% | 456 | -8.4% | 0.01% | -16.7% |
| Q1 2017 | $43,000 | +115.0% | 498 | +99.2% | 0.01% | +50.0% |
| Q3 2016 | $20,000 | +11.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $18,000 | +5.9% | 250 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $17,000 | -5.6% | 250 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $18,000 | -97.6% | 250 | -97.7% | 0.01% | -97.4% |
| Q3 2015 | $751,000 | -9.2% | 10,762 | +6.1% | 0.23% | -7.0% |
| Q2 2015 | $827,000 | +71.9% | 10,147 | +68.1% | 0.24% | +83.5% |
| Q1 2015 | $481,000 | +28.6% | 6,037 | +20.2% | 0.13% | +13.7% |
| Q4 2014 | $374,000 | +121.3% | 5,022 | +123.4% | 0.12% | +37.6% |
| Q4 2013 | $169,000 | – | 2,248 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |