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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $21,391,000 | +1.3% | 133,368 | +9.7% | 0.14% | -7.5% |
| Q3 2019 | $21,116,000 | +7.0% | 121,521 | +6.2% | 0.15% | +2.1% |
| Q2 2019 | $19,741,000 | +5.9% | 114,467 | +2.4% | 0.14% | +0.7% |
| Q1 2019 | $18,637,000 | +8.7% | 111,776 | -4.2% | 0.14% | -7.8% |
| Q4 2018 | $17,140,000 | -15.1% | 116,617 | -0.5% | 0.15% | -8.9% |
| Q3 2018 | $20,190,000 | +11.7% | 117,176 | +1.3% | 0.17% | 0.0% |
| Q2 2018 | $18,079,000 | 0.0% | 115,687 | 0.0% | 0.17% | 0.0% |
| Q1 2018 | $18,079,000 | +9.4% | 115,687 | +10.8% | 0.17% | +7.0% |
| Q4 2017 | $16,520,000 | +108.6% | 104,449 | +96.9% | 0.16% | +83.7% |
| Q3 2017 | $7,919,000 | +57.7% | 53,047 | +52.2% | 0.09% | +45.8% |
| Q2 2017 | $5,021,000 | -0.6% | 34,856 | -3.4% | 0.06% | -7.8% |
| Q1 2017 | $5,049,000 | +14.8% | 36,095 | +8.8% | 0.06% | +4.9% |
| Q4 2016 | $4,400,000 | -38.2% | 33,170 | -40.3% | 0.06% | -43.0% |
| Q3 2016 | $7,123,000 | +77.7% | 55,579 | +71.9% | 0.11% | +67.2% |
| Q2 2016 | $4,009,000 | +9.6% | 32,325 | +6.8% | 0.06% | 0.0% |
| Q1 2016 | $3,658,000 | 0.0% | 30,266 | -0.5% | 0.06% | -5.9% |
| Q4 2015 | $3,658,000 | +10.8% | 30,413 | +4.9% | 0.07% | 0.0% |
| Q3 2015 | $3,302,000 | -16.7% | 28,989 | -9.4% | 0.07% | -6.8% |
| Q2 2015 | $3,966,000 | +11.6% | 31,981 | +11.4% | 0.07% | +7.4% |
| Q1 2015 | $3,555,000 | -31.9% | 28,706 | -32.8% | 0.07% | -41.4% |
| Q4 2014 | $5,223,000 | +266.8% | 42,710 | +250.3% | 0.12% | +197.4% |
| Q3 2014 | $1,424,000 | +2.9% | 12,191 | +3.7% | 0.04% | +2.6% |
| Q2 2014 | $1,384,000 | +1.1% | 11,757 | -3.5% | 0.04% | -5.0% |
| Q1 2014 | $1,369,000 | +3.5% | 12,187 | +1.9% | 0.04% | -2.4% |
| Q4 2013 | $1,323,000 | +10.0% | 11,960 | +0.6% | 0.04% | 0.0% |
| Q3 2013 | $1,203,000 | +19.8% | 11,890 | +14.2% | 0.04% | +13.9% |
| Q2 2013 | $1,004,000 | – | 10,412 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |