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 | $5,211,206 | +36.2% | 52,060 | -8.8% | 0.00% | -50.0% |
| Q1 2020 | $3,826,000 | -32.6% | 57,075 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $5,679,000 | +12.9% | 57,075 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,032,000 | -5.4% | 57,075 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,319,000 | +1.8% | 57,075 | +1.4% | 0.00% | 0.0% |
| Q1 2019 | $5,224,000 | +19.0% | 56,314 | +5.8% | 0.00% | 0.0% |
| Q4 2018 | $4,389,000 | -22.4% | 53,221 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $5,658,000 | +0.6% | 53,221 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,622,000 | +5.7% | 53,221 | -3.9% | 0.00% | 0.0% |
| Q1 2018 | $5,318,000 | +0.4% | 55,358 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,299,000 | +1.3% | 55,358 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $5,229,000 | -42.6% | 55,358 | -46.0% | 0.01% | -44.4% |
| Q2 2017 | $9,110,000 | -18.7% | 102,433 | -21.7% | 0.01% | -18.2% |
| Q1 2017 | $11,207,000 | +142.4% | 130,845 | +142.9% | 0.01% | +120.0% |
| Q4 2016 | $4,624,000 | -1.0% | 53,860 | -10.1% | 0.01% | 0.0% |
| Q3 2016 | $4,672,000 | +7.5% | 59,878 | -2.6% | 0.01% | 0.0% |
| Q2 2016 | $4,348,000 | +3.4% | 61,472 | -0.7% | 0.01% | -16.7% |
| Q1 2016 | $4,206,000 | +4.4% | 61,914 | +10.8% | 0.01% | +20.0% |
| Q4 2015 | $4,030,000 | +9.3% | 55,887 | +5.8% | 0.01% | 0.0% |
| Q3 2015 | $3,686,000 | -12.7% | 52,838 | +2.0% | 0.01% | -16.7% |
| Q2 2015 | $4,223,000 | +7.9% | 51,793 | +4.6% | 0.01% | 0.0% |
| Q1 2015 | $3,914,000 | +4.3% | 49,493 | +1.6% | 0.01% | 0.0% |
| Q4 2014 | $3,751,000 | +10.6% | 48,725 | -0.1% | 0.01% | 0.0% |
| Q3 2014 | $3,391,000 | -0.9% | 48,775 | +8.5% | 0.01% | 0.0% |
| Q2 2014 | $3,422,000 | +15.8% | 44,954 | +17.6% | 0.01% | +20.0% |
| Q1 2014 | $2,955,000 | +17.7% | 38,222 | +14.6% | 0.01% | 0.0% |
| Q4 2013 | $2,510,000 | +37.5% | 33,363 | +26.4% | 0.01% | +25.0% |
| Q3 2013 | $1,826,000 | +81.3% | 26,386 | +64.1% | 0.00% | +100.0% |
| Q2 2013 | $1,007,000 | – | 16,080 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 101,732 | $12,071,000 | 3.08% |
| Schoolcraft Capital LLC | 61,479 | $7,294,438 | 3.06% |
| One Capital Management, LLC | 185,013 | $21,952,000 | 2.64% |
| Frank, Rimerman Advisors LLC | 48,112 | $5,708,532 | 2.59% |
| Efficient Advisors, LLC | 116,021 | $13,766,000 | 2.10% |
| Harborview Advisors, LLC | 24,870 | $2,951,000 | 1.98% |
| MD Financial Management Inc. | 523,358 | $62,096,000 | 1.96% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,857 | $25,255,000 | 1.91% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,015 | $4,629,000 | 1.58% |
| Marquette Asset Management, LLC | 47,278 | $5,610,000 | 1.29% |