ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 132 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $265,000 | +10.4% | 3,400 | 0.0% | 0.19% | +144.9% |
| Q2 2016 | $240,000 | +3.9% | 3,400 | 0.0% | 0.08% | +4.0% |
| Q1 2016 | $231,000 | -5.7% | 3,400 | 0.0% | 0.08% | +4.2% |
| Q4 2015 | $245,000 | +3.4% | 3,400 | 0.0% | 0.07% | -1.4% |
| Q3 2015 | $237,000 | -14.4% | 3,400 | 0.0% | 0.07% | -5.2% |
| Q2 2015 | $277,000 | +3.0% | 3,400 | 0.0% | 0.08% | +5.5% |
| Q1 2015 | $269,000 | -12.7% | 3,400 | -15.0% | 0.07% | -11.0% |
| Q4 2014 | $308,000 | +10.8% | 4,000 | 0.0% | 0.08% | +7.9% |
| Q3 2014 | $278,000 | -9.7% | 4,000 | -1.2% | 0.08% | -9.5% |
| Q2 2014 | $308,000 | -1.6% | 4,050 | 0.0% | 0.08% | -4.5% |
| Q1 2014 | $313,000 | +3.0% | 4,050 | 0.0% | 0.09% | -1.1% |
| Q4 2013 | $304,000 | +9.7% | 4,050 | 0.0% | 0.09% | -3.3% |
| Q3 2013 | $277,000 | +54.7% | 4,050 | +39.7% | 0.09% | +187.5% |
| Q2 2013 | $179,000 | – | 2,900 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 585,543 | $51,616,000 | 2.71% |
| One Capital Management, LLC | 174,301 | $15,365,000 | 2.56% |
| Efficient Advisors, LLC | 156,414 | $13,788,000 | 2.52% |
| ARKANSAS FINANCIAL GROUP, INC. | 69,737 | $6,147,000 | 2.18% |
| Harborview Advisors, LLC | 29,514 | $2,602,000 | 2.09% |
| Schoolcraft Capital LLC | 37,285 | $3,286,671 | 1.88% |
| Parkside Advisors LLC | 38,194 | $3,367,000 | 1.77% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,840 | $3,864,000 | 1.63% |
| WESCAP Management Group, Inc. | 39,899 | $3,517,000 | 1.45% |
| DOWLING & YAHNKE LLC | 198,862 | $17,530,000 | 1.45% |