ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 125 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $220,000 | +2.8% | 2,700 | 0.0% | 0.02% | +5.6% |
| Q1 2015 | $214,000 | -1.4% | 2,700 | -4.4% | 0.02% | 0.0% |
| Q4 2014 | $217,000 | +0.9% | 2,825 | 0.0% | 0.02% | +5.9% |
| Q2 2014 | $215,000 | +0.9% | 2,825 | +2.7% | 0.02% | -10.5% |
| Q1 2014 | $213,000 | +2.9% | 2,750 | 0.0% | 0.02% | +5.6% |
| Q4 2013 | $207,000 | – | 2,750 | – | 0.02% | – |
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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% |