ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| ARKANSAS FINANCIAL GROUP, INC. | 105,902 | $9,242,000 | 2.91% |
| MD Financial Management Inc. | 601,553 | $52,498,000 | 2.84% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 216,528 | $18,896,000 | 2.78% |
| Schoolcraft Capital LLC | 62,448 | $5,449,874 | 2.70% |
| Harborview Advisors, LLC | 31,977 | $2,791,000 | 2.31% |
| Efficient Advisors, LLC | 140,936 | $12,299,000 | 2.28% |
| One Capital Management, LLC | 181,715 | $15,858,000 | 2.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,900 | $3,657,000 | 1.53% |
| DOWLING & YAHNKE LLC | 129,165 | $11,272,000 | 0.95% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,350 | $9,979,000 | 0.93% |