ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 127 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.
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% | – |
Download | ||||||
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% |