ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $746,340 | -30.3% | 3,382 | -12.4% | 0.01% | 0.0% |
| Q4 2021 | $1,071,000 | +236.8% | 3,859 | +171.0% | 0.01% | +150.0% |
| Q4 2020 | $318,000 | -17.8% | 1,424 | -30.6% | 0.00% | 0.0% |
| Q4 2019 | $387,000 | +53.6% | 2,053 | +41.6% | 0.00% | +100.0% |
| Q3 2019 | $252,000 | -96.8% | 1,450 | -97.3% | 0.00% | -97.7% |
| Q4 2018 | $7,953,000 | +1409.1% | 54,132 | +1525.1% | 0.04% | +2100.0% |
| Q4 2017 | $527,000 | +36.5% | 3,331 | +14.7% | 0.00% | 0.0% |
| Q4 2016 | $386,000 | -90.2% | 2,903 | -91.1% | 0.00% | -87.5% |
| Q4 2015 | $3,936,000 | +65.0% | 32,718 | +67.8% | 0.02% | +100.0% |
| Q4 2014 | $2,385,000 | – | 19,500 | – | 0.01% | – |
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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% |