ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $316,000 | +3.6% | 2,115 | 0.0% | 0.13% | -1.6% |
| Q2 2017 | $305,000 | +3.0% | 2,115 | 0.0% | 0.13% | -0.8% |
| Q1 2017 | $296,000 | -3.0% | 2,115 | -7.6% | 0.13% | -4.4% |
| Q4 2016 | $305,000 | +3.7% | 2,290 | 0.0% | 0.14% | 0.0% |
| Q3 2016 | $294,000 | +3.5% | 2,290 | 0.0% | 0.14% | +3.8% |
| Q2 2016 | $284,000 | +2.5% | 2,290 | 0.0% | 0.13% | +2.4% |
| Q1 2016 | $277,000 | +0.4% | 2,290 | 0.0% | 0.13% | -3.8% |
| Q4 2015 | $276,000 | +5.7% | 2,290 | 0.0% | 0.13% | -2.2% |
| Q3 2015 | $261,000 | -8.1% | 2,290 | 0.0% | 0.14% | +7.1% |
| Q2 2015 | $284,000 | 0.0% | 2,290 | 0.0% | 0.13% | +5.0% |
| Q1 2015 | $284,000 | +1.4% | 2,290 | 0.0% | 0.12% | +15.4% |
| Q4 2014 | $280,000 | +4.9% | 2,290 | 0.0% | 0.10% | +3.0% |
| Q3 2014 | $267,000 | -1.1% | 2,290 | 0.0% | 0.10% | 0.0% |
| Q2 2014 | $270,000 | -1.5% | 2,290 | -6.1% | 0.10% | -6.5% |
| Q1 2014 | $274,000 | +1.5% | 2,440 | 0.0% | 0.11% | +0.9% |
| Q4 2013 | $270,000 | +9.3% | 2,440 | 0.0% | 0.11% | +0.9% |
| Q3 2013 | $247,000 | +5.1% | 2,440 | 0.0% | 0.11% | 0.0% |
| Q2 2013 | $235,000 | – | 2,440 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |