ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 149 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.05 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 241,817 | $18,692,000 | 4.51% |
| Connective Capital Management, LLC | 30,839 | $2,384,000 | 3.82% |
| One Capital Management, LLC | 109,765 | $8,485,000 | 3.22% |
| HBK Sorce Advisory LLC | 100,078 | $7,736,000 | 2.82% |
| Parkside Advisors LLC | 44,470 | $3,438,000 | 2.64% |
| MONROE BANK & TRUST/MI | 89,372 | $6,909,000 | 2.31% |
| TELEMUS CAPITAL, LLC | 92,471 | $7,148,000 | 1.96% |
| RiverFront Investment Group, LLC | 918,548 | $71,003,000 | 1.89% |
| BOK Financial Private Wealth, Inc. | 134,513 | $10,398,000 | 1.81% |
| SMITH, MOORE & CO. | 35,025 | $2,707,000 | 1.62% |