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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $541,678,000 | -0.1% | 6,324 | +0.1% | 0.33% | -2.9% |
| Q4 2016 | $542,041,000 | +10.3% | 6,315 | +0.3% | 0.34% | +14.3% |
| Q3 2016 | $491,381,000 | +10.9% | 6,299 | +0.5% | 0.30% | +10.3% |
| Q2 2016 | $443,052,000 | -10.6% | 6,265 | -14.1% | 0.27% | -2.2% |
| Q1 2016 | $495,373,000 | +0.7% | 7,294 | +6.9% | 0.28% | -1.4% |
| Q4 2015 | $492,106,000 | +6.3% | 6,825 | +2.8% | 0.28% | -2.4% |
| Q3 2015 | $462,915,000 | -13.5% | 6,637 | +1.1% | 0.29% | -4.6% |
| Q2 2015 | $535,072,000 | +8.5% | 6,563 | +5.3% | 0.30% | +11.4% |
| Q1 2015 | $493,055,000 | +5.0% | 6,235 | +2.2% | 0.27% | -23.1% |
| Q4 2014 | $469,474,000 | -4.8% | 6,098 | -2.2% | 0.36% | +30.0% |
| Q1 2014 | $493,055,000 | – | 6,235 | – | 0.27% | – |
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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% |