ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 169 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $456,000 | -93.9% | 6,800 | -91.0% | 0.01% | -90.6% |
| Q4 2019 | $7,522,000 | +165.0% | 75,880 | +135.7% | 0.05% | +152.4% |
| Q3 2019 | $2,839,000 | +40.3% | 32,200 | +48.4% | 0.02% | +50.0% |
| Q2 2019 | $2,023,000 | +19.6% | 21,700 | +36.5% | 0.01% | +27.3% |
| Q3 2018 | $1,691,000 | +23.5% | 15,900 | +11.2% | 0.01% | +37.5% |
| Q4 2017 | $1,369,000 | +1.3% | 14,300 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $1,351,000 | +6.2% | 14,300 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $1,272,000 | +3.8% | 14,300 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $1,225,000 | +78.3% | 14,300 | +78.8% | 0.01% | +100.0% |
| Q4 2016 | $687,000 | +24.0% | 8,000 | +12.7% | 0.00% | 0.0% |
| Q3 2016 | $554,000 | -37.0% | 7,100 | -41.8% | 0.00% | -33.3% |
| Q4 2015 | $880,000 | +39.0% | 12,200 | +44.9% | 0.01% | 0.0% |
| Q4 2013 | $633,000 | +117.5% | 8,420 | +98.6% | 0.01% | +100.0% |
| Q3 2013 | $291,000 | – | 4,240 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |