ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 162 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
| MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
| Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
| Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
| Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
| WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
| BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
| SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |