ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 313 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.05 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $7,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 43 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -14.3% | 43 | 0.0% | 0.00% | – |
| Q3 2018 | $7,000 | +16.7% | 43 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | -40.0% | 43 | -32.8% | 0.00% | – |
| Q1 2018 | $10,000 | -91.7% | 64 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $120,000 | +1233.3% | 64 | 0.0% | 0.01% | – |
| Q3 2017 | $9,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q2 2017 | $9,000 | +12.5% | 64 | 0.0% | 0.00% | – |
| Q1 2017 | $8,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q4 2016 | $8,000 | -57.9% | 64 | -57.6% | 0.00% | -100.0% |
| Q3 2016 | $19,000 | -32.1% | 151 | -34.1% | 0.00% | -50.0% |
| Q2 2016 | $28,000 | -3.4% | 229 | -6.9% | 0.00% | 0.0% |
| Q1 2016 | $29,000 | -3.3% | 246 | -4.3% | 0.00% | 0.0% |
| Q4 2015 | $30,000 | +20.0% | 257 | +16.8% | 0.00% | 0.0% |
| Q3 2015 | $25,000 | -16.7% | 220 | -9.5% | 0.00% | 0.0% |
| Q2 2015 | $30,000 | -6.2% | 243 | -7.3% | 0.00% | 0.0% |
| Q1 2015 | $32,000 | +10.3% | 262 | +6.9% | 0.00% | 0.0% |
| Q4 2014 | $29,000 | – | 245 | – | 0.00% | – |
Download | ||||||
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% |