ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 137 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $17,000 | -10.5% | 159 | -12.2% | 0.03% | -22.2% |
| Q2 2018 | $19,000 | +533.3% | 181 | +389.2% | 0.04% | +800.0% |
| Q3 2016 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | +33.3% |
| Q2 2016 | $3,000 | -98.6% | 37 | -98.8% | 0.00% | -98.8% |
| Q3 2015 | $215,000 | +1553.8% | 3,082 | +1712.9% | 0.25% | +4880.0% |
| Q4 2014 | $13,000 | +8.3% | 170 | 0.0% | 0.01% | -44.4% |
| Q3 2014 | $12,000 | 0.0% | 170 | 0.0% | 0.01% | +80.0% |
| Q2 2014 | $12,000 | -7.7% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $13,000 | -7.1% | 170 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $14,000 | – | 170 | – | 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% |