ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 349 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,946,000 | -1.2% | 12,452 | 0.0% | 0.25% | -5.0% |
| Q4 2017 | $1,969,000 | +6.0% | 12,452 | 0.0% | 0.26% | +6.5% |
| Q3 2017 | $1,858,000 | +3.6% | 12,452 | 0.0% | 0.24% | +7.0% |
| Q2 2017 | $1,793,000 | +2.9% | 12,452 | 0.0% | 0.23% | +3.2% |
| Q1 2017 | $1,742,000 | +5.3% | 12,452 | 0.0% | 0.22% | +51.0% |
| Q4 2016 | $1,655,000 | -6.0% | 12,452 | -9.4% | 0.15% | +6.5% |
| Q3 2016 | $1,761,000 | -7.2% | 13,738 | -10.2% | 0.14% | -2.1% |
| Q2 2016 | $1,898,000 | -7.5% | 15,304 | -9.9% | 0.14% | -3.4% |
| Q1 2016 | $2,051,000 | +7.2% | 16,978 | +6.7% | 0.15% | +9.8% |
| Q4 2015 | $1,914,000 | +5.6% | 15,914 | 0.0% | 0.13% | +5.6% |
| Q3 2015 | $1,812,000 | -26.6% | 15,914 | -20.0% | 0.13% | -17.1% |
| Q2 2015 | $2,467,000 | +0.1% | 19,900 | 0.0% | 0.15% | +16.0% |
| Q1 2015 | $2,464,000 | -9.5% | 19,900 | -10.7% | 0.13% | -7.1% |
| Q4 2014 | $2,724,000 | -12.9% | 22,281 | -16.8% | 0.14% | -11.3% |
| Q3 2014 | $3,127,000 | -0.8% | 26,775 | 0.0% | 0.16% | +8.9% |
| Q2 2014 | $3,152,000 | +4.8% | 26,775 | 0.0% | 0.15% | +11.5% |
| Q1 2014 | $3,007,000 | +1.5% | 26,775 | 0.0% | 0.13% | +3.1% |
| Q4 2013 | $2,962,000 | -0.9% | 26,775 | -9.5% | 0.13% | -4.5% |
| Q3 2013 | $2,990,000 | +4.9% | 29,572 | 0.0% | 0.13% | -1.5% |
| Q2 2013 | $2,850,000 | -18.0% | 29,572 | -20.5% | 0.14% | -18.7% |
| Q1 2013 | $3,476,000 | – | 37,196 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |