ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 143 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $32,000 | 0.0% | 343 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $32,000 | +14.3% | 343 | 0.0% | 0.01% | -29.4% |
| Q4 2018 | $28,000 | -24.3% | 343 | 0.0% | 0.02% | -15.0% |
| Q3 2018 | $37,000 | -24.5% | 343 | -26.7% | 0.02% | -25.9% |
| Q2 2018 | $49,000 | +8.9% | 468 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $45,000 | -8.2% | 468 | -9.5% | 0.03% | -3.7% |
| Q4 2017 | $49,000 | 0.0% | 517 | 0.0% | 0.03% | -3.6% |
| Q3 2017 | $49,000 | +6.5% | 517 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $46,000 | +7.0% | 517 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $43,000 | -31.7% | 517 | -37.5% | 0.03% | -39.1% |
| Q4 2016 | $63,000 | 0.0% | 827 | 0.0% | 0.05% | 0.0% |
| Q3 2016 | $63,000 | +8.6% | 827 | 0.0% | 0.05% | +12.2% |
| Q2 2016 | $58,000 | – | 827 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |