ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $439,000 | +6.0% | 2,550 | 0.0% | 0.01% | +14.3% |
| Q2 2018 | $414,000 | +3.8% | 2,550 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $399,000 | -1.0% | 2,550 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $403,000 | +5.8% | 2,550 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $381,000 | -21.0% | 2,550 | -23.9% | 0.01% | -40.0% |
| Q2 2017 | $482,000 | +2.8% | 3,350 | 0.0% | 0.02% | +87.5% |
| Q1 2017 | $469,000 | +5.4% | 3,350 | 0.0% | 0.01% | -33.3% |
| Q4 2016 | $445,000 | +3.7% | 3,350 | 0.0% | 0.01% | -25.0% |
| Q3 2016 | $429,000 | +3.4% | 3,350 | 0.0% | 0.02% | +6.7% |
| Q2 2016 | $415,000 | +2.5% | 3,350 | 0.0% | 0.02% | +15.4% |
| Q1 2016 | $405,000 | +0.5% | 3,350 | 0.0% | 0.01% | +30.0% |
| Q4 2015 | $403,000 | +5.5% | 3,350 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $382,000 | -8.0% | 3,350 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $415,000 | -9.0% | 3,350 | -9.0% | 0.01% | -9.1% |
| Q1 2015 | $456,000 | +1.3% | 3,680 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $450,000 | +4.7% | 3,680 | 0.0% | 0.01% | +10.0% |
| Q3 2014 | $430,000 | -0.7% | 3,680 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $433,000 | -75.2% | 3,680 | -76.3% | 0.01% | -77.3% |
| Q1 2014 | $1,745,000 | -63.1% | 15,535 | -63.6% | 0.04% | -64.2% |
| Q4 2013 | $4,723,000 | -10.3% | 42,680 | -18.0% | 0.12% | -20.1% |
| Q3 2013 | $5,267,000 | +4.9% | 52,080 | 0.0% | 0.15% | +2.0% |
| Q2 2013 | $5,021,000 | – | 52,080 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |