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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $614,000 | +0.7% | 5,780 | 0.0% | 0.07% | -2.9% |
| Q2 2018 | $610,000 | +6.6% | 5,780 | -2.9% | 0.07% | +12.9% |
| Q1 2018 | $572,000 | +47.0% | 5,950 | +46.6% | 0.06% | -22.5% |
| Q4 2017 | $389,000 | +0.5% | 4,060 | -0.9% | 0.08% | -9.1% |
| Q3 2017 | $387,000 | -23.7% | 4,095 | -28.2% | 0.09% | -34.8% |
| Q2 2017 | $507,000 | -60.3% | 5,700 | -61.7% | 0.14% | -48.7% |
| Q1 2017 | $1,276,000 | -31.7% | 14,890 | -31.5% | 0.26% | -68.0% |
| Q4 2016 | $1,867,000 | -60.5% | 21,751 | -64.1% | 0.82% | -63.2% |
| Q3 2016 | $4,725,000 | +31.1% | 60,569 | +18.8% | 2.24% | +20.0% |
| Q2 2016 | $3,604,000 | +6.0% | 50,965 | +1.8% | 1.87% | +1.2% |
| Q1 2016 | $3,400,000 | +15.5% | 50,057 | +22.7% | 1.84% | +24.9% |
| Q4 2015 | $2,943,000 | +864.9% | 40,812 | +833.9% | 1.48% | +753.2% |
| Q3 2015 | $305,000 | +9.3% | 4,370 | +27.8% | 0.17% | +40.7% |
| Q2 2015 | $279,000 | – | 3,420 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |