ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $557,000 | -4.6% | 5,604 | -15.5% | 0.00% | 0.0% |
| Q3 2019 | $584,000 | -23.1% | 6,635 | -18.4% | 0.00% | -33.3% |
| Q2 2019 | $759,000 | +16.1% | 8,130 | +15.3% | 0.01% | +20.0% |
| Q1 2019 | $654,000 | +11.6% | 7,054 | -0.8% | 0.01% | -16.7% |
| Q4 2018 | $586,000 | -28.8% | 7,113 | -8.2% | 0.01% | -25.0% |
| Q3 2018 | $823,000 | +113.8% | 7,747 | +112.4% | 0.01% | +60.0% |
| Q2 2018 | $385,000 | +3.5% | 3,648 | -5.7% | 0.01% | 0.0% |
| Q1 2018 | $372,000 | +8.1% | 3,869 | +7.7% | 0.01% | 0.0% |
| Q4 2017 | $344,000 | +23.7% | 3,594 | +22.0% | 0.01% | +25.0% |
| Q3 2017 | $278,000 | +0.4% | 2,945 | -5.5% | 0.00% | -20.0% |
| Q2 2017 | $277,000 | +0.7% | 3,116 | -3.6% | 0.01% | -16.7% |
| Q1 2017 | $275,000 | -65.7% | 3,231 | -65.4% | 0.01% | -66.7% |
| Q4 2016 | $802,000 | -8.3% | 9,332 | -16.8% | 0.02% | -14.3% |
| Q3 2016 | $875,000 | +69.2% | 11,217 | +53.2% | 0.02% | +50.0% |
| Q2 2016 | $517,000 | – | 7,320 | – | 0.01% | – |
Download | ||||||
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% |