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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $8,000 | +14.3% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -22.2% | 84 | +1.2% | 0.00% | -25.0% |
| Q3 2018 | $9,000 | -67.9% | 83 | -69.1% | 0.00% | -66.7% |
| Q2 2018 | $28,000 | +12.0% | 269 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $25,000 | 0.0% | 269 | 0.0% | 0.01% | +18.2% |
| Q4 2017 | $25,000 | 0.0% | 269 | +0.4% | 0.01% | -8.3% |
| Q3 2017 | $25,000 | +4.2% | 268 | 0.0% | 0.01% | +9.1% |
| Q2 2017 | $24,000 | +9.1% | 268 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $22,000 | -4.3% | 268 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $23,000 | – | 268 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |