ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 4.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $224,000 | -10.4% | 2,420 | -20.1% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | -22.4% | 3,027 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $322,000 | +0.6% | 3,027 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $320,000 | +8.5% | 3,027 | -1.5% | 0.00% | 0.0% |
| Q1 2018 | $295,000 | +0.3% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $294,000 | +1.4% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $290,000 | +6.2% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $273,000 | +3.8% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $263,000 | -18.1% | 3,072 | -17.8% | 0.00% | 0.0% |
| Q4 2016 | $321,000 | -8.3% | 3,737 | -16.7% | 0.00% | 0.0% |
| Q3 2016 | $350,000 | +9.0% | 4,485 | -1.3% | 0.00% | 0.0% |
| Q2 2016 | $321,000 | +3.9% | 4,545 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $309,000 | +0.3% | 4,545 | +6.4% | 0.00% | 0.0% |
| Q4 2015 | $308,000 | +3.0% | 4,270 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $299,000 | -53.0% | 4,270 | -45.3% | 0.00% | -50.0% |
| Q2 2015 | $636,000 | +2.3% | 7,800 | -0.8% | 0.00% | 0.0% |
| Q1 2015 | $622,000 | +3.2% | 7,866 | +0.4% | 0.00% | 0.0% |
| Q4 2014 | $603,000 | +9.6% | 7,832 | -1.0% | 0.00% | 0.0% |
| Q3 2014 | $550,000 | – | 7,909 | – | 0.00% | – |
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% |