ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | -50.0% | 15 | -60.5% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 38 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $5,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -16.7% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | +66.7% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | -25.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | – | 38 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 247,995 | $16,985,000 | 4.36% |
| Kovack Advisors, Inc. | 11,923 | $817,000 | 4.20% |
| HBK Sorce Advisory LLC | 104,119 | $7,131,000 | 2.95% |
| Connective Capital Management, LLC | 30,839 | $2,112,000 | 2.94% |
| TELEMUS CAPITAL, LLC | 142,713 | $9,774,000 | 2.90% |
| MONROE BANK & TRUST/MI | 90,032 | $6,166,000 | 2.54% |
| BOK Financial Private Wealth, Inc. | 142,218 | $9,741,000 | 1.96% |
| QS Investors, LLC | 556,260 | $38,020,000 | 1.64% |
| TOTH FINANCIAL ADVISORY CORP | 48,736 | $3,338,000 | 1.56% |
| Twele Capital Management, Inc. | 67,572 | $4,628,000 | 1.51% |