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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $207,000 | -6.8% | 2,224 | -7.1% | 0.17% | 0.0% |
| Q1 2019 | $222,000 | +6.7% | 2,393 | -5.3% | 0.17% | -5.1% |
| Q4 2018 | $208,000 | -24.1% | 2,528 | -2.1% | 0.18% | -14.1% |
| Q3 2018 | $274,000 | +0.4% | 2,582 | 0.0% | 0.20% | 0.0% |
| Q2 2018 | $273,000 | +8.3% | 2,582 | -1.6% | 0.20% | +9.6% |
| Q1 2018 | $252,000 | +0.4% | 2,623 | 0.0% | 0.19% | -8.3% |
| Q4 2017 | $251,000 | -0.4% | 2,623 | -1.8% | 0.20% | -42.2% |
| Q3 2017 | $252,000 | +6.3% | 2,670 | 0.0% | 0.35% | +63.4% |
| Q2 2017 | $237,000 | +3.9% | 2,670 | +0.1% | 0.22% | +2.4% |
| Q1 2017 | $228,000 | -6.6% | 2,667 | -6.3% | 0.21% | -15.3% |
| Q4 2016 | $244,000 | – | 2,847 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 247,995 | $16,985,000 | 4.36% |
| Kovack Advisors, Inc. | 11,923 | $817,000 | 4.20% |
| HBK Sorce Advisory LLC | 104,119 | $7,131,000 | 2.95% |
| Connective Capital Management, LLC | 30,839 | $2,112,000 | 2.94% |
| TELEMUS CAPITAL, LLC | 142,713 | $9,774,000 | 2.90% |
| MONROE BANK & TRUST/MI | 90,032 | $6,166,000 | 2.54% |
| BOK Financial Private Wealth, Inc. | 142,218 | $9,741,000 | 1.96% |
| QS Investors, LLC | 556,260 | $38,020,000 | 1.64% |
| TOTH FINANCIAL ADVISORY CORP | 48,736 | $3,338,000 | 1.56% |
| Twele Capital Management, Inc. | 67,572 | $4,628,000 | 1.51% |