ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 184 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |