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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,772 | -8.4% | 2,475 | 0.0% | 0.03% | -8.8% |
| Q2 2023 | $270,544 | +4.6% | 2,475 | +0.0% | 0.03% | 0.0% |
| Q1 2023 | $258,527 | -3.0% | 2,474 | +0.1% | 0.03% | +3.0% |
| Q4 2022 | $266,556 | +4.5% | 2,472 | 0.0% | 0.03% | -17.5% |
| Q3 2022 | $255,000 | -0.4% | 2,472 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $256,000 | -28.7% | 2,472 | -11.2% | 0.04% | -13.3% |
| Q1 2022 | $359,000 | -7.7% | 2,784 | 0.0% | 0.04% | -2.2% |
| Q4 2021 | $389,000 | -19.5% | 2,784 | -16.8% | 0.05% | -22.0% |
| Q3 2021 | $483,000 | -17.2% | 3,348 | -12.4% | 0.06% | -22.4% |
| Q2 2021 | $583,000 | +3.9% | 3,820 | 0.0% | 0.08% | -24.0% |
| Q1 2021 | $561,000 | +107.8% | 3,820 | +16.9% | 0.10% | +31.6% |
| Q4 2018 | $270,000 | +24.4% | 3,267 | +15.9% | 0.08% | -53.1% |
| Q4 2014 | $217,000 | +10.7% | 2,820 | +0.1% | 0.16% | +11.7% |
| Q3 2014 | $196,000 | -8.4% | 2,817 | +0.3% | 0.14% | -8.8% |
| Q2 2014 | $214,000 | -1.4% | 2,808 | +0.1% | 0.16% | -1.2% |
| Q1 2014 | $217,000 | -12.1% | 2,805 | -14.7% | 0.16% | -19.1% |
| Q4 2013 | $247,000 | – | 3,289 | – | 0.20% | – |
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% |