ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 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% | – |
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% |