ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $255,000 | -31.6% | 2,153 | -52.5% | 0.00% | -66.7% |
| Q4 2018 | $373,000 | +8.7% | 4,528 | +37.6% | 0.00% | +50.0% |
| Q3 2018 | $343,000 | +23.4% | 3,290 | +24.8% | 0.00% | 0.0% |
| Q2 2018 | $278,000 | +6.1% | 2,636 | -3.4% | 0.00% | 0.0% |
| Q1 2018 | $262,000 | +6.1% | 2,730 | +5.7% | 0.00% | 0.0% |
| Q4 2017 | $247,000 | -26.3% | 2,583 | -27.1% | 0.00% | -33.3% |
| Q3 2017 | $335,000 | +30.9% | 3,543 | +23.1% | 0.00% | +50.0% |
| Q2 2017 | $256,000 | +3.6% | 2,878 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $247,000 | 0.0% | 2,878 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $247,000 | +9.8% | 2,878 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $225,000 | -37.5% | 2,878 | -43.0% | 0.00% | -33.3% |
| Q2 2016 | $360,000 | +20.8% | 5,048 | +14.9% | 0.00% | 0.0% |
| Q1 2016 | $298,000 | -15.1% | 4,393 | -9.7% | 0.00% | -25.0% |
| Q4 2015 | $351,000 | +3.5% | 4,864 | +0.2% | 0.00% | 0.0% |
| Q3 2015 | $339,000 | -13.5% | 4,856 | +1.1% | 0.00% | 0.0% |
| Q2 2015 | $392,000 | – | 4,804 | – | 0.00% | – |
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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% |