ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 151 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.60 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 ↓ |
|---|---|---|---|
| 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% |