ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 163 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $113,000 | -7.4% | 875 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $122,000 | -54.3% | 875 | -52.7% | 0.03% | -56.7% |
| Q3 2021 | $267,000 | -5.3% | 1,848 | 0.0% | 0.06% | -6.2% |
| Q2 2021 | $282,000 | +3.7% | 1,848 | 0.0% | 0.06% | -5.9% |
| Q1 2021 | $272,000 | +24.2% | 1,848 | 0.0% | 0.07% | +70.0% |
| Q4 2020 | $219,000 | +31.1% | 1,848 | 0.0% | 0.04% | +14.3% |
| Q3 2020 | $167,000 | +3.7% | 1,848 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $161,000 | -5.3% | 1,848 | -27.2% | 0.04% | -20.5% |
| Q1 2020 | $170,000 | -32.5% | 2,538 | 0.0% | 0.04% | -18.5% |
| Q4 2019 | $252,000 | +12.5% | 2,538 | 0.0% | 0.05% | +35.0% |
| Q3 2019 | $224,000 | -19.4% | 2,538 | -3.5% | 0.04% | -36.5% |
| Q2 2019 | $278,000 | +18.3% | 2,630 | +3.6% | 0.06% | +40.0% |
| Q1 2019 | $235,000 | +8.3% | 2,538 | -3.5% | 0.04% | -4.3% |
| Q4 2018 | $217,000 | -22.5% | 2,630 | 0.0% | 0.05% | -16.1% |
| Q3 2018 | $280,000 | +1.1% | 2,630 | 0.0% | 0.06% | -6.7% |
| Q2 2018 | $277,000 | +9.5% | 2,630 | 0.0% | 0.06% | +7.1% |
| Q1 2018 | $253,000 | +4.1% | 2,630 | +3.6% | 0.06% | -1.8% |
| Q4 2017 | $243,000 | – | 2,538 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |