ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 151 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,556,000 | +29.3% | 24,200 | -3.2% | 0.00% | -25.0% |
| Q1 2015 | $1,977,000 | +2.7% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $1,925,000 | +10.8% | 25,000 | 0.0% | 0.00% | +33.3% |
| Q3 2014 | $1,738,000 | -8.7% | 25,000 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $1,903,000 | -2.7% | 25,000 | -1.2% | 0.00% | 0.0% |
| Q1 2014 | $1,956,000 | – | 25,300 | – | 0.00% | – |
Download | ||||||
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% |