ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 164 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,038 | -3.9% | 9,108 | +2.2% | 0.00% | 0.0% |
| Q1 2024 | $1,080 | +1.7% | 8,911 | -2.6% | 0.00% | 0.0% |
| Q4 2023 | $1,062 | +19.5% | 9,149 | +3.0% | 0.00% | 0.0% |
| Q3 2023 | $889 | +4.3% | 8,885 | +14.0% | 0.00% | 0.0% |
| Q2 2023 | $852 | +4.8% | 7,793 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $813 | -4.0% | 7,779 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $847 | -99.9% | 7,859 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $812,000 | -5.4% | 7,860 | -4.8% | 0.00% | 0.0% |
| Q2 2022 | $858,000 | -32.9% | 8,255 | -16.8% | 0.00% | -33.3% |
| Q1 2022 | $1,279,000 | +7.8% | 9,927 | +16.8% | 0.00% | 0.0% |
| Q4 2021 | $1,187,000 | -31.9% | 8,496 | -29.6% | 0.00% | -25.0% |
| Q3 2021 | $1,742,000 | -52.8% | 12,074 | -50.0% | 0.00% | -55.6% |
| Q2 2021 | $3,687,000 | -14.6% | 24,167 | -17.8% | 0.01% | -25.0% |
| Q1 2021 | $4,318,000 | +32.9% | 29,384 | +7.3% | 0.01% | +20.0% |
| Q4 2020 | $3,249,000 | +33.6% | 27,389 | +1.9% | 0.01% | +25.0% |
| Q3 2020 | $2,431,000 | +3.7% | 26,880 | +0.0% | 0.01% | -11.1% |
| Q2 2020 | $2,345,000 | +43.2% | 26,878 | +10.0% | 0.01% | +12.5% |
| Q1 2020 | $1,637,000 | -27.9% | 24,428 | +7.0% | 0.01% | -11.1% |
| Q4 2019 | $2,271,000 | +15.7% | 22,831 | +2.5% | 0.01% | +12.5% |
| Q3 2019 | $1,963,000 | -5.6% | 22,277 | -0.1% | 0.01% | -11.1% |
| Q2 2019 | $2,079,000 | +3.4% | 22,310 | +2.9% | 0.01% | 0.0% |
| Q1 2019 | $2,010,000 | +25.7% | 21,678 | +11.7% | 0.01% | +12.5% |
| Q4 2018 | $1,599,000 | -9.5% | 19,405 | +16.8% | 0.01% | 0.0% |
| Q3 2018 | $1,766,000 | +9.7% | 16,620 | +9.0% | 0.01% | 0.0% |
| Q2 2018 | $1,610,000 | -7.8% | 15,245 | -16.2% | 0.01% | -11.1% |
| Q1 2018 | $1,747,000 | -85.7% | 18,198 | -85.7% | 0.01% | -86.6% |
| Q4 2017 | $12,181,000 | – | 127,274 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONROE BANK & TRUST/MI | 101,586 | $9,423,000 | 3.04% |
| MD Financial Management Inc. | 703,894 | $65,293,000 | 2.98% |
| Efficient Advisors, LLC | 177,283 | $16,445,000 | 2.88% |
| One Capital Management, LLC | 162,175 | $15,043,000 | 2.68% |
| Harborview Advisors, LLC | 28,526 | $2,646,000 | 2.29% |
| Schoolcraft Capital LLC | 36,089 | $3,347,626 | 2.16% |
| Parkside Advisors LLC | 36,820 | $3,415,000 | 1.94% |
| WESCAP Management Group, Inc. | 45,513 | $4,221,000 | 1.80% |
| TAP Consulting, LLC | 25,221 | $2,339,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,145 | $4,095,000 | 1.73% |