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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $641,000 | +2.7% | 6,911 | -8.6% | 0.70% | +27.4% |
| Q4 2018 | $624,000 | -22.2% | 7,565 | +0.2% | 0.55% | -9.5% |
| Q3 2018 | $802,000 | +5.5% | 7,549 | +4.9% | 0.61% | -0.3% |
| Q2 2018 | $760,000 | +10.3% | 7,193 | +0.2% | 0.61% | +11.3% |
| Q1 2018 | $689,000 | +9.9% | 7,177 | +9.5% | 0.55% | +3.6% |
| Q4 2017 | $627,000 | +5.7% | 6,552 | +4.3% | 0.53% | -2.8% |
| Q3 2017 | $593,000 | +22.5% | 6,280 | +15.4% | 0.54% | +11.0% |
| Q2 2017 | $484,000 | +8.5% | 5,444 | +4.5% | 0.49% | +2.9% |
| Q1 2017 | $446,000 | +16.8% | 5,211 | +17.1% | 0.48% | +13.0% |
| Q4 2016 | $382,000 | +7.9% | 4,450 | -1.9% | 0.42% | +11.9% |
| Q3 2016 | $354,000 | +1.4% | 4,536 | -8.0% | 0.38% | +1.6% |
| Q2 2016 | $349,000 | +7.4% | 4,929 | +3.1% | 0.37% | +10.4% |
| Q1 2016 | $325,000 | +1.2% | 4,780 | +7.3% | 0.34% | +4.3% |
| Q4 2015 | $321,000 | +6.3% | 4,456 | +3.0% | 0.32% | -1.2% |
| Q3 2015 | $302,000 | +0.3% | 4,326 | +17.3% | 0.33% | +5.8% |
| Q2 2015 | $301,000 | +4.9% | 3,689 | +1.7% | 0.31% | +6.9% |
| Q1 2015 | $287,000 | -8.3% | 3,626 | -10.8% | 0.29% | -13.3% |
| Q4 2014 | $313,000 | – | 4,067 | – | 0.33% | – |
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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% |