ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |