ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $453,000 | -52.2% | 6,758 | -37.1% | 0.02% | -29.2% |
| Q3 2019 | $948,000 | +37.0% | 10,752 | +43.9% | 0.02% | +200.0% |
| Q1 2019 | $692,000 | -46.9% | 7,470 | -52.7% | 0.01% | -75.0% |
| Q4 2018 | $1,303,000 | +464.1% | 15,799 | +557.5% | 0.03% | +700.0% |
| Q1 2018 | $231,000 | -33.2% | 2,403 | -33.6% | 0.00% | -33.3% |
| Q4 2017 | $346,000 | -52.4% | 3,620 | -57.3% | 0.01% | -53.8% |
| Q4 2016 | $727,000 | +70.7% | 8,474 | +55.0% | 0.01% | +62.5% |
| Q3 2016 | $426,000 | +11.5% | 5,466 | +1.1% | 0.01% | 0.0% |
| Q2 2016 | $382,000 | +4.1% | 5,408 | 0.0% | 0.01% | +14.3% |
| Q1 2016 | $367,000 | -0.8% | 5,408 | +5.4% | 0.01% | 0.0% |
| Q4 2015 | $370,000 | +7.9% | 5,129 | +4.2% | 0.01% | 0.0% |
| Q3 2015 | $343,000 | -0.3% | 4,922 | +16.5% | 0.01% | +16.7% |
| Q2 2015 | $344,000 | -17.9% | 4,225 | -20.3% | 0.01% | -14.3% |
| Q1 2015 | $419,000 | +22.5% | 5,299 | +19.3% | 0.01% | +16.7% |
| Q4 2014 | $342,000 | – | 4,442 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 104,991 | $9,499,000 | 2.79% |
| Schoolcraft Capital LLC | 63,204 | $5,718,086 | 2.69% |
| One Capital Management, LLC | 187,381 | $16,952,000 | 2.31% |
| Efficient Advisors, LLC | 132,875 | $12,021,000 | 2.21% |
| MD Financial Management Inc. | 599,658 | $54,251,000 | 2.19% |
| Harborview Advisors, LLC | 28,571 | $2,585,000 | 1.97% |
| Regal Investment Advisors LLC | 17,771 | $1,608,000 | 1.90% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 212,169 | $19,195,000 | 1.84% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,531 | $3,667,000 | 1.39% |
| DOWLING & YAHNKE LLC | 127,615 | $11,545,000 | 0.93% |