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 ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 247,995 | $16,985,000 | 4.36% |
| Kovack Advisors, Inc. | 11,923 | $817,000 | 4.20% |
| HBK Sorce Advisory LLC | 104,119 | $7,131,000 | 2.95% |
| Connective Capital Management, LLC | 30,839 | $2,112,000 | 2.94% |
| TELEMUS CAPITAL, LLC | 142,713 | $9,774,000 | 2.90% |
| MONROE BANK & TRUST/MI | 90,032 | $6,166,000 | 2.54% |
| BOK Financial Private Wealth, Inc. | 142,218 | $9,741,000 | 1.96% |
| QS Investors, LLC | 556,260 | $38,020,000 | 1.64% |
| TOTH FINANCIAL ADVISORY CORP | 48,736 | $3,338,000 | 1.56% |
| Twele Capital Management, Inc. | 67,572 | $4,628,000 | 1.51% |