ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 132 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,544,000 | +5.3% | 35,625 | -6.7% | 1.58% | -10.6% |
| Q3 2019 | $3,367,000 | -4.2% | 38,194 | +1.3% | 1.77% | -8.6% |
| Q2 2019 | $3,513,000 | +2.9% | 37,699 | +2.4% | 1.94% | 0.0% |
| Q1 2019 | $3,415,000 | +14.2% | 36,820 | +1.5% | 1.94% | +6.1% |
| Q4 2018 | $2,990,000 | -21.3% | 36,259 | +1.6% | 1.83% | -28.0% |
| Q3 2018 | $3,801,000 | -0.8% | 35,686 | -1.7% | 2.54% | -6.5% |
| Q2 2018 | $3,833,000 | +7.5% | 36,289 | -2.2% | 2.71% | +6.9% |
| Q1 2018 | $3,565,000 | -1.2% | 37,121 | -1.6% | 2.54% | 0.0% |
| Q4 2017 | $3,610,000 | -5.3% | 37,715 | -6.5% | 2.54% | -6.0% |
| Q3 2017 | $3,812,000 | +3.0% | 40,356 | -3.0% | 2.70% | +2.5% |
| Q2 2017 | $3,701,000 | +3.4% | 41,621 | -0.4% | 2.64% | +1.7% |
| Q1 2017 | $3,580,000 | -4.7% | 41,796 | -4.5% | 2.59% | -8.5% |
| Q4 2016 | $3,756,000 | +2.8% | 43,757 | -6.5% | 2.84% | +5.2% |
| Q3 2016 | $3,652,000 | +7.3% | 46,817 | -2.8% | 2.70% | +11.9% |
| Q2 2016 | $3,405,000 | +0.7% | 48,149 | -3.3% | 2.41% | +1.8% |
| Q1 2016 | $3,382,000 | -0.1% | 49,796 | +2.6% | 2.37% | -5.8% |
| Q4 2015 | $3,384,000 | -0.1% | 48,519 | -0.1% | 2.51% | +0.0% |
| Q3 2015 | $3,389,000 | -14.3% | 48,586 | +0.1% | 2.51% | -7.2% |
| Q2 2015 | $3,956,000 | +3.0% | 48,524 | -0.1% | 2.71% | +2.2% |
| Q1 2015 | $3,840,000 | +4.3% | 48,555 | +1.5% | 2.65% | -0.4% |
| Q4 2014 | $3,683,000 | +10.2% | 47,840 | -0.4% | 2.66% | +8.6% |
| Q3 2014 | $3,341,000 | -7.5% | 48,051 | +1.3% | 2.45% | -4.9% |
| Q2 2014 | $3,610,000 | +5.0% | 47,424 | +6.6% | 2.57% | -2.5% |
| Q1 2014 | $3,438,000 | -1.9% | 44,470 | -4.7% | 2.64% | -7.9% |
| Q4 2013 | $3,505,000 | – | 46,655 | – | 2.87% | – |
Download | ||||||
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% |