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 ↓ |
|---|---|---|---|
| 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% |