ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $389,000 | +31.4% | 3,276 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $296,000 | -6.3% | 3,276 | -9.4% | 0.00% | 0.0% |
| Q2 2020 | $316,000 | +29.0% | 3,616 | -0.9% | 0.00% | 0.0% |
| Q1 2020 | $245,000 | -56.4% | 3,650 | -35.4% | 0.00% | 0.0% |
| Q4 2019 | $562,000 | +32.5% | 5,650 | -4.0% | 0.00% | -90.9% |
| Q4 2015 | $424,000 | +3.4% | 5,885 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $410,000 | -14.6% | 5,885 | 0.0% | 0.01% | -15.4% |
| Q2 2015 | $480,000 | +91.2% | 5,885 | +80.5% | 0.01% | +85.7% |
| Q4 2014 | $251,000 | -5.6% | 3,260 | -14.7% | 0.01% | -12.5% |
| Q3 2014 | $266,000 | – | 3,820 | – | 0.01% | – |
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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% |