ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $246,000 | -20.1% | 2,312 | -20.7% | 0.00% | – |
| Q2 2018 | $308,000 | +7.3% | 2,916 | -2.5% | 0.00% | – |
| Q1 2018 | $287,000 | -40.5% | 2,992 | -40.6% | 0.00% | – |
| Q4 2017 | $482,000 | +1.3% | 5,039 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $476,000 | +12.3% | 5,039 | +5.8% | 0.00% | 0.0% |
| Q2 2017 | $424,000 | +14.9% | 4,764 | +10.4% | 0.00% | 0.0% |
| Q1 2017 | $369,000 | -0.3% | 4,314 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $370,000 | +0.3% | 4,314 | -8.8% | 0.00% | 0.0% |
| Q3 2016 | $369,000 | -55.7% | 4,728 | -59.9% | 0.00% | 0.0% |
| Q2 2016 | $833,000 | +14.6% | 11,778 | +10.0% | 0.00% | 0.0% |
| Q1 2016 | $727,000 | +4.8% | 10,706 | +11.3% | 0.00% | 0.0% |
| Q4 2015 | $694,000 | +14.1% | 9,621 | +10.4% | 0.00% | 0.0% |
| Q3 2015 | $608,000 | +37.9% | 8,712 | +61.2% | 0.00% | 0.0% |
| Q2 2015 | $441,000 | +8.6% | 5,405 | +5.3% | 0.00% | 0.0% |
| Q1 2015 | $406,000 | -31.5% | 5,133 | -33.3% | 0.00% | 0.0% |
| Q4 2014 | $593,000 | -13.2% | 7,697 | -14.2% | 0.00% | -50.0% |
| Q2 2014 | $683,000 | +63.4% | 8,973 | +65.8% | 0.00% | +100.0% |
| Q1 2014 | $418,000 | -3.5% | 5,411 | -6.1% | 0.00% | 0.0% |
| Q4 2013 | $433,000 | -27.8% | 5,763 | -34.3% | 0.00% | -50.0% |
| Q3 2013 | $600,000 | +11.1% | 8,767 | +0.3% | 0.00% | 0.0% |
| Q2 2013 | $540,000 | – | 8,742 | – | 0.00% | – |
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% |