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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,483,965 | -23.5% | 22,726 | -9.9% | 0.35% | -23.5% |
| Q1 2022 | $3,249,000 | -10.1% | 25,217 | -2.5% | 0.45% | -6.4% |
| Q4 2021 | $3,613,000 | -2.4% | 25,854 | +6.6% | 0.48% | -11.4% |
| Q2 2021 | $3,701,000 | +13.6% | 24,255 | +9.4% | 0.54% | +8.1% |
| Q1 2021 | $3,259,000 | +4.7% | 22,178 | -15.5% | 0.50% | -3.3% |
| Q4 2020 | $3,113,000 | +42.0% | 26,239 | +4.4% | 0.52% | +6.1% |
| Q2 2020 | $2,193,000 | +9.8% | 25,125 | +25.2% | 0.49% | +25.3% |
| Q4 2019 | $1,997,000 | +235.1% | 20,068 | +255.6% | 0.39% | +159.6% |
| Q2 2018 | $596,000 | +70.8% | 5,643 | +24.3% | 0.15% | -41.5% |
| Q4 2014 | $349,000 | +3.3% | 4,540 | -6.5% | 0.26% | +2.4% |
| Q3 2014 | $338,000 | +36.3% | 4,858 | +48.8% | 0.25% | +37.0% |
| Q2 2014 | $248,000 | – | 3,264 | – | 0.18% | – |
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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% |