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 2019 | $1,249,000 | +11.8% | 13,470 | -0.5% | 0.06% | -1.6% |
| Q4 2018 | $1,117,000 | -28.6% | 13,542 | -8.0% | 0.06% | +8.9% |
| Q3 2018 | $1,565,000 | -0.4% | 14,722 | -1.0% | 0.06% | +5.7% |
| Q2 2018 | $1,571,000 | -10.3% | 14,873 | -18.4% | 0.05% | -13.1% |
| Q1 2018 | $1,751,000 | -13.0% | 18,233 | -13.3% | 0.06% | -11.6% |
| Q4 2017 | $2,012,000 | -10.1% | 21,019 | -11.3% | 0.07% | -13.8% |
| Q3 2017 | $2,239,000 | +12.6% | 23,707 | +6.0% | 0.08% | -16.7% |
| Q2 2017 | $1,988,000 | +4.0% | 22,359 | +0.2% | 0.10% | 0.0% |
| Q1 2017 | $1,912,000 | – | 22,324 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |