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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $173,000 | +6.1% | 728 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $163,000 | +14.8% | 728 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $142,000 | +8.4% | 728 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $131,000 | +21.3% | 728 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $108,000 | -21.2% | 728 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $137,000 | +7.9% | 728 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $127,000 | +1.6% | 728 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $125,000 | +3.3% | 728 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $121,000 | +13.1% | 728 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $107,000 | -14.4% | 728 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $125,000 | +5.9% | 728 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $118,000 | +3.5% | 728 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $114,000 | -0.9% | 728 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $115,000 | +5.5% | 728 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $109,000 | – | 728 | – | 0.02% | – |
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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% |