ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |