ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,423,000 | -7.8% | 1,664 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $232,511,000 | -7.1% | 1,664 | -4.0% | 0.02% | -13.6% |
| Q3 2021 | $250,251,000 | +102043.3% | 1,734 | +3.8% | 0.02% | -15.4% |
| Q1 2021 | $245,000 | -8.2% | 1,670 | -41.6% | 0.03% | -76.1% |
| Q2 2019 | $267,000 | -6.3% | 2,860 | -6.8% | 0.11% | +43.4% |
| Q1 2019 | $285,000 | -22.8% | 3,070 | -31.3% | 0.08% | -16.5% |
| Q4 2018 | $369,000 | -31.7% | 4,470 | -12.1% | 0.09% | +18.2% |
| Q3 2018 | $540,000 | +88.8% | 5,083 | +87.8% | 0.08% | -11.5% |
| Q2 2018 | $286,000 | -13.9% | 2,707 | -21.7% | 0.09% | -15.5% |
| Q1 2018 | $332,000 | +0.3% | 3,457 | 0.0% | 0.10% | +24.1% |
| Q4 2017 | $331,000 | +15.3% | 3,457 | +13.7% | 0.08% | -11.7% |
| Q3 2017 | $287,000 | 0.0% | 3,041 | -5.7% | 0.09% | -10.5% |
| Q2 2017 | $287,000 | +42.1% | 3,226 | +37.3% | 0.10% | +5.0% |
| Q4 2016 | $202,000 | – | 2,350 | – | 0.10% | – |
Download | ||||||
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% |