ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 185 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $831,000 | -27.1% | 12,402 | +8.2% | 0.09% | -7.9% |
| Q4 2019 | $1,140,000 | +11.4% | 11,460 | -1.3% | 0.10% | -9.8% |
| Q3 2019 | $1,023,000 | -6.1% | 11,608 | -0.7% | 0.11% | -12.5% |
| Q2 2019 | $1,089,000 | -11.3% | 11,692 | -11.8% | 0.13% | -14.7% |
| Q1 2019 | $1,228,000 | +29.9% | 13,249 | +15.6% | 0.15% | +5.6% |
| Q4 2018 | $945,000 | -25.5% | 11,464 | -3.9% | 0.14% | -30.0% |
| Q3 2018 | $1,268,000 | +6.6% | 11,930 | +6.0% | 0.20% | -4.7% |
| Q2 2018 | $1,189,000 | +21.5% | 11,258 | +10.5% | 0.21% | +10.9% |
| Q1 2018 | $979,000 | +52.7% | 10,192 | +52.1% | 0.19% | +41.2% |
| Q4 2017 | $641,000 | – | 6,700 | – | 0.14% | – |
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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% |