ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $648,000 | +26.1% | 7,360 | +33.3% | 0.00% | 0.0% |
| Q2 2019 | $514,000 | +150.7% | 5,520 | +149.8% | 0.00% | 0.0% |
| Q1 2019 | $205,000 | -1.0% | 2,210 | -12.0% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -8.8% | 2,510 | -5.3% | 0.00% | 0.0% |
| Q1 2017 | $227,000 | -5.0% | 2,650 | -5.0% | 0.00% | 0.0% |
| Q4 2016 | $239,000 | +3.0% | 2,790 | -6.1% | 0.00% | 0.0% |
| Q3 2016 | $232,000 | +10.5% | 2,970 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $210,000 | +7.7% | 2,970 | +3.5% | 0.00% | 0.0% |
| Q1 2016 | $195,000 | +9.6% | 2,870 | +16.2% | 0.00% | 0.0% |
| Q4 2015 | $178,000 | +3.5% | 2,470 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $172,000 | +13.2% | 2,470 | +32.8% | 0.00% | 0.0% |
| Q2 2015 | $152,000 | -21.2% | 1,860 | -23.8% | 0.00% | 0.0% |
| Q1 2015 | $193,000 | +2.7% | 2,440 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $188,000 | +54.1% | 2,440 | +39.4% | 0.00% | 0.0% |
| Q3 2014 | $122,000 | -8.3% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $133,000 | -69.6% | 1,750 | -69.1% | 0.00% | -50.0% |
| Q1 2014 | $438,000 | +22.3% | 5,670 | +19.1% | 0.00% | 0.0% |
| Q4 2013 | $358,000 | – | 4,760 | – | 0.00% | – |
Download | ||||||
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% |