ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 181 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,000 | -86.7% | 23 | -84.5% | 0.00% | -83.3% |
| Q4 2019 | $15,000 | +15.4% | 148 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | -7.1% | 148 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | 0.0% | 148 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $14,000 | +16.7% | 148 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $12,000 | -25.0% | 148 | 0.0% | 0.01% | -20.0% |
| Q3 2018 | $16,000 | +300.0% | 148 | +322.9% | 0.01% | +150.0% |
| Q2 2018 | $4,000 | -96.2% | 35 | -96.9% | 0.00% | -94.9% |
| Q1 2018 | $105,000 | -3.7% | 1,122 | 0.0% | 0.08% | -4.9% |
| Q4 2017 | $109,000 | +1.9% | 1,122 | +0.1% | 0.08% | -14.6% |
| Q3 2017 | $107,000 | +8.1% | 1,121 | +0.1% | 0.10% | -6.8% |
| Q2 2017 | $99,000 | +15.1% | 1,120 | +7.9% | 0.10% | +13.2% |
| Q1 2017 | $86,000 | -4.4% | 1,038 | -3.2% | 0.09% | -26.0% |
| Q4 2016 | $90,000 | – | 1,072 | – | 0.12% | – |
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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% |