ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $9,000 | -47.1% | 138 | -15.9% | 0.01% | -30.0% |
| Q4 2019 | $17,000 | +21.4% | 164 | +0.6% | 0.01% | +11.1% |
| Q3 2019 | $14,000 | -6.7% | 163 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $15,000 | +7.1% | 163 | +6.5% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +7.7% | 153 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $13,000 | -43.5% | 153 | -29.2% | 0.01% | -25.0% |
| Q3 2018 | $23,000 | 0.0% | 216 | -0.9% | 0.02% | -5.9% |
| Q2 2018 | $23,000 | +64.3% | 218 | +52.4% | 0.02% | +54.5% |
| Q1 2018 | $14,000 | -6.7% | 143 | -8.9% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | – | 157 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |