ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 142 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $226,000 | -8.5% | 2,128 | -8.0% | 0.07% | -18.9% |
| Q2 2018 | $247,000 | +2.1% | 2,314 | -8.5% | 0.09% | -8.2% |
| Q1 2018 | $242,000 | -1.6% | 2,528 | -1.9% | 0.10% | -6.7% |
| Q4 2017 | $246,000 | +2.1% | 2,577 | +0.3% | 0.10% | -8.7% |
| Q3 2017 | $241,000 | -2.4% | 2,570 | -7.6% | 0.12% | -5.7% |
| Q2 2017 | $247,000 | -3.5% | 2,781 | -6.0% | 0.12% | -14.7% |
| Q1 2017 | $256,000 | -20.7% | 2,960 | -23.3% | 0.14% | -33.2% |
| Q4 2016 | $323,000 | +1.6% | 3,858 | -7.7% | 0.21% | -4.9% |
| Q3 2016 | $318,000 | -6.7% | 4,181 | -14.0% | 0.22% | -15.7% |
| Q2 2016 | $341,000 | -36.1% | 4,860 | -38.2% | 0.27% | -37.3% |
| Q1 2016 | $534,000 | -22.3% | 7,866 | -17.5% | 0.43% | -13.8% |
| Q4 2015 | $687,000 | -28.5% | 9,535 | -30.8% | 0.49% | -40.5% |
| Q3 2015 | $961,000 | -7.5% | 13,779 | +8.1% | 0.83% | -4.3% |
| Q2 2015 | $1,039,000 | -5.2% | 12,749 | -8.1% | 0.87% | -17.6% |
| Q1 2015 | $1,096,000 | -22.0% | 13,868 | -24.1% | 1.05% | -35.7% |
| Q4 2014 | $1,406,000 | – | 18,271 | – | 1.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |