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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |