ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 149 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.05 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |