ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 163 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $170,670 | -9.8% | 1,705 | -1.6% | 0.01% | -14.3% |
| Q2 2023 | $189,308 | +2.2% | 1,732 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $185,192 | -3.8% | 1,772 | -0.8% | 0.01% | 0.0% |
| Q4 2022 | $192,584 | +4.1% | 1,786 | -0.2% | 0.01% | 0.0% |
| Q3 2022 | $185,000 | -0.5% | 1,790 | -0.1% | 0.01% | 0.0% |
| Q2 2022 | $186,000 | -19.5% | 1,791 | +0.1% | 0.01% | -46.2% |
| Q1 2022 | $231,000 | -24.0% | 1,790 | -17.7% | 0.01% | +44.4% |
| Q4 2021 | $304,000 | -27.6% | 2,176 | -25.2% | 0.01% | -35.7% |
| Q3 2021 | $420,000 | +19.0% | 2,909 | +25.6% | 0.01% | -26.3% |
| Q2 2021 | $353,000 | +4.7% | 2,316 | +0.9% | 0.02% | 0.0% |
| Q1 2021 | $337,000 | +23.9% | 2,295 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $272,000 | +30.8% | 2,295 | 0.0% | 0.02% | +12.5% |
| Q3 2020 | $208,000 | +3.0% | 2,295 | -1.1% | 0.02% | 0.0% |
| Q2 2020 | $202,000 | -16.9% | 2,320 | -35.9% | 0.02% | -30.4% |
| Q1 2020 | $243,000 | -32.5% | 3,620 | 0.0% | 0.02% | -14.8% |
| Q4 2019 | $360,000 | +12.9% | 3,620 | 0.0% | 0.03% | +8.0% |
| Q3 2019 | $319,000 | -5.3% | 3,620 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $337,000 | +0.3% | 3,620 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $336,000 | +12.8% | 3,620 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $298,000 | -22.6% | 3,620 | 0.0% | 0.03% | -10.0% |
| Q3 2018 | $385,000 | +0.3% | 3,620 | -0.5% | 0.03% | -6.2% |
| Q2 2018 | $384,000 | +197.7% | 3,640 | +171.6% | 0.03% | +146.2% |
| Q1 2018 | $129,000 | +0.8% | 1,340 | 0.0% | 0.01% | +8.3% |
| Q4 2017 | $128,000 | +0.8% | 1,340 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $127,000 | +6.7% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $119,000 | +3.5% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $115,000 | +9.5% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $105,000 | 0.0% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $105,000 | +10.5% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $95,000 | -3.1% | 1,340 | -6.9% | 0.01% | +18.2% |
| Q1 2016 | $98,000 | -5.8% | 1,440 | 0.0% | 0.01% | -38.9% |
| Q4 2015 | $104,000 | +4.0% | 1,440 | 0.0% | 0.02% | +20.0% |
| Q3 2015 | $100,000 | -14.5% | 1,440 | 0.0% | 0.02% | -11.8% |
| Q2 2015 | $117,000 | +2.6% | 1,440 | 0.0% | 0.02% | +6.2% |
| Q1 2015 | $114,000 | +2.7% | 1,440 | 0.0% | 0.02% | -5.9% |
| Q4 2014 | $111,000 | +11.0% | 1,440 | 0.0% | 0.02% | +6.2% |
| Q3 2014 | $100,000 | -9.1% | 1,440 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $110,000 | -4.3% | 1,440 | -3.4% | 0.02% | 0.0% |
| Q1 2014 | $115,000 | +2.7% | 1,490 | 0.0% | 0.02% | -5.9% |
| Q4 2013 | $112,000 | +9.8% | 1,490 | 0.0% | 0.02% | +6.2% |
| Q3 2013 | $102,000 | – | 1,490 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |