ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $133,000 | -37.0% | 1,118 | -43.6% | 0.02% | -71.2% |
| Q3 2018 | $211,000 | +36.1% | 1,984 | +22.6% | 0.05% | -8.8% |
| Q1 2018 | $155,000 | 0.0% | 1,618 | 0.0% | 0.06% | -1.7% |
| Q4 2017 | $155,000 | +89.0% | 1,618 | +87.3% | 0.06% | +114.8% |
| Q3 2017 | $82,000 | +6.5% | 864 | 0.0% | 0.03% | +58.8% |
| Q2 2017 | $77,000 | +4.1% | 864 | 0.0% | 0.02% | +6.2% |
| Q1 2017 | $74,000 | 0.0% | 864 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $74,000 | +13.8% | 864 | +4.2% | 0.02% | -5.9% |
| Q3 2016 | $65,000 | +10.2% | 829 | 0.0% | 0.02% | +6.2% |
| Q2 2016 | $59,000 | – | 829 | – | 0.02% | – |
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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% |