ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 184 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $406,000 | +7.4% | 4,362 | +7.1% | 0.12% | -2.5% |
| Q1 2019 | $378,000 | +11.8% | 4,074 | -0.6% | 0.12% | -10.4% |
| Q4 2018 | $338,000 | -52.1% | 4,097 | -38.2% | 0.13% | -46.8% |
| Q3 2018 | $705,000 | +9.0% | 6,632 | +8.3% | 0.25% | +2.4% |
| Q2 2018 | $647,000 | +25.9% | 6,125 | +14.4% | 0.25% | +12.3% |
| Q1 2018 | $514,000 | +22.1% | 5,355 | +21.8% | 0.22% | +25.1% |
| Q4 2017 | $421,000 | – | 4,398 | – | 0.18% | – |
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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% |