ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 187 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
| MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
| Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
| One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
| Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
| Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
| Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
| WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
| TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |