ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $14,000 | -6.7% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | +114.3% | 100 | +25.0% | 0.00% | – |
| Q1 2018 | $7,000 | -92.8% | 80 | -94.3% | 0.00% | – |
| Q3 2014 | $97,000 | -63.5% | 1,400 | -60.0% | 0.00% | – |
| Q2 2014 | $266,000 | -32.5% | 3,500 | -31.4% | 0.00% | – |
| Q1 2014 | $394,000 | +4277.8% | 5,100 | +3980.0% | 0.00% | – |
| Q4 2013 | $9,000 | -43.8% | 125 | -50.0% | 0.00% | – |
| Q3 2013 | $16,000 | – | 250 | – | 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% |