ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 143 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,073,170 | -21.9% | 30,701 | -14.8% | 0.04% | -18.4% |
Q2 2023 | $3,936,986 | -0.5% | 36,020 | -4.9% | 0.05% | -7.5% |
Q1 2023 | $3,958,003 | -7.2% | 37,872 | -4.3% | 0.05% | -8.6% |
Q4 2022 | $4,266,186 | +2.3% | 39,564 | -2.0% | 0.06% | -6.5% |
Q3 2022 | $4,172,000 | -1.8% | 40,352 | -1.2% | 0.06% | +3.3% |
Q2 2022 | $4,247,000 | -20.4% | 40,852 | -1.4% | 0.06% | -9.1% |
Q1 2022 | $5,338,000 | -7.8% | 41,428 | -0.0% | 0.07% | -7.0% |
Q4 2021 | $5,789,000 | -6.0% | 41,429 | -2.9% | 0.07% | -13.4% |
Q3 2021 | $6,157,000 | -4.3% | 42,660 | +1.2% | 0.08% | -7.9% |
Q2 2021 | $6,431,000 | +3.4% | 42,141 | -0.5% | 0.09% | -5.3% |
Q1 2021 | $6,222,000 | +26.5% | 42,341 | +2.2% | 0.09% | +14.6% |
Q4 2020 | $4,918,000 | +31.6% | 41,447 | +0.4% | 0.08% | +18.8% |
Q3 2020 | $3,736,000 | -1.2% | 41,300 | -4.7% | 0.07% | -9.2% |
Q2 2020 | $3,782,000 | +32.2% | 43,336 | +1.5% | 0.08% | +20.6% |
Q1 2020 | $2,861,000 | -43.1% | 42,678 | -15.6% | 0.06% | -33.7% |
Q4 2019 | $5,030,000 | +23.6% | 50,559 | +9.6% | 0.10% | +17.3% |
Q3 2019 | $4,068,000 | +23.8% | 46,147 | +30.8% | 0.08% | +19.1% |
Q2 2019 | $3,286,000 | -0.6% | 35,268 | -1.1% | 0.07% | -4.2% |
Q1 2019 | $3,307,000 | +13.9% | 35,657 | +1.2% | 0.07% | 0.0% |
Q4 2018 | $2,903,000 | -23.3% | 35,218 | -1.1% | 0.07% | -15.5% |
Q3 2018 | $3,786,000 | +3.7% | 35,616 | +3.0% | 0.08% | -5.6% |
Q2 2018 | $3,650,000 | +3.8% | 34,562 | -5.6% | 0.09% | -1.1% |
Q1 2018 | $3,517,000 | +0.0% | 36,621 | -0.3% | 0.09% | +2.3% |
Q4 2017 | $3,516,000 | +5.8% | 36,741 | +4.4% | 0.09% | 0.0% |
Q3 2017 | $3,323,000 | -0.4% | 35,187 | -6.3% | 0.09% | -5.4% |
Q2 2017 | $3,337,000 | +4.4% | 37,533 | +0.6% | 0.09% | +1.1% |
Q1 2017 | $3,195,000 | +5.2% | 37,308 | +5.4% | 0.09% | -1.1% |
Q4 2016 | $3,037,000 | +6.4% | 35,388 | -3.3% | 0.09% | +2.2% |
Q3 2016 | $2,855,000 | +6.1% | 36,603 | -3.8% | 0.09% | +2.2% |
Q2 2016 | $2,691,000 | -0.7% | 38,063 | -4.6% | 0.09% | -6.3% |
Q1 2016 | $2,710,000 | +12.0% | 39,913 | +18.9% | 0.10% | +11.8% |
Q4 2015 | $2,419,000 | +28.5% | 33,558 | +24.3% | 0.08% | +23.2% |
Q3 2015 | $1,882,000 | -9.0% | 26,993 | +6.4% | 0.07% | 0.0% |
Q2 2015 | $2,068,000 | +12.6% | 25,373 | +9.2% | 0.07% | +11.3% |
Q1 2015 | $1,837,000 | +0.2% | 23,233 | -2.5% | 0.06% | +3.3% |
Q4 2014 | $1,833,000 | +44.6% | 23,823 | +30.6% | 0.06% | +42.9% |
Q3 2014 | $1,268,000 | -5.9% | 18,243 | +3.1% | 0.04% | -12.5% |
Q2 2014 | $1,347,000 | +25.0% | 17,703 | +26.9% | 0.05% | +20.0% |
Q1 2014 | $1,078,000 | +23.8% | 13,951 | +20.2% | 0.04% | +25.0% |
Q4 2013 | $871,000 | +15.7% | 11,608 | +5.5% | 0.03% | +6.7% |
Q3 2013 | $753,000 | +104.1% | 10,998 | +83.6% | 0.03% | +100.0% |
Q2 2013 | $369,000 | – | 5,990 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
One Capital Management, LLC | 157,424 | $12,281,000 | 4.00% |
MONROE BANK & TRUST/MI | 108,593 | $8,003,000 | 2.90% |
Efficient Advisors, LLC | 238,363 | $18,595,000 | 2.73% |
Parkside Advisors LLC | 46,817 | $3,652,000 | 2.70% |
JUNCTURE WEALTH STRATEGIES, LLC | 44,786 | $3,494,000 | 2.36% |
Pegasus Partners Ltd. | 60,569 | $4,725,000 | 2.24% |
WESCAP Management Group, Inc. | 53,306 | $4,158,000 | 2.17% |
BOK Financial Private Wealth, Inc. | 137,071 | $10,693,000 | 1.62% |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,705 | $2,629,000 | 1.29% |
SMITH, MOORE & CO. | 40,583 | $3,166,000 | 1.27% |