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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $202,000 | -17.9% | 1,565 | -11.0% | 0.08% | -18.6% |
| Q4 2021 | $246,000 | -2.4% | 1,758 | +0.6% | 0.10% | -1.0% |
| Q3 2021 | $252,000 | -14.0% | 1,748 | -9.1% | 0.10% | -15.6% |
| Q2 2021 | $293,000 | +29.1% | 1,922 | +24.4% | 0.12% | +24.5% |
| Q1 2021 | $227,000 | -24.3% | 1,545 | -38.8% | 0.10% | -32.4% |
| Q4 2020 | $300,000 | +31.6% | 2,526 | +0.3% | 0.14% | +5.8% |
| Q3 2020 | $228,000 | +4.1% | 2,518 | +0.3% | 0.14% | -11.0% |
| Q2 2020 | $219,000 | -2.2% | 2,510 | +11.7% | 0.15% | -33.3% |
| Q4 2019 | $224,000 | -50.4% | 2,247 | +361.4% | 0.23% | +371.4% |
| Q1 2019 | $452,000 | -88.7% | 487 | -99.0% | 0.05% | -98.8% |
| Q4 2018 | $3,985,000 | +2359.9% | 48,338 | +3076.0% | 3.93% | +2502.0% |
| Q3 2018 | $162,000 | +5.9% | 1,522 | +4.7% | 0.15% | +4.9% |
| Q2 2018 | $153,000 | – | 1,453 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |