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 | $360,000 | -97.9% | 1,911 | -98.4% | 0.20% | -91.9% |
| Q4 2018 | $17,523,000 | +5963.3% | 119,271 | +7050.5% | 2.48% | +6095.0% |
| Q3 2018 | $289,000 | +6.6% | 1,668 | 0.0% | 0.04% | -7.0% |
| Q2 2018 | $271,000 | +3.8% | 1,668 | 0.0% | 0.04% | +4.9% |
| Q1 2018 | $261,000 | -1.1% | 1,668 | 0.0% | 0.04% | +2.5% |
| Q4 2017 | $264,000 | +6.0% | 1,668 | 0.0% | 0.04% | -11.1% |
| Q3 2017 | $249,000 | +3.8% | 1,668 | 0.0% | 0.04% | +4.7% |
| Q2 2017 | $240,000 | +3.0% | 1,668 | 0.0% | 0.04% | +4.9% |
| Q1 2017 | $233,000 | – | 1,668 | – | 0.04% | – |
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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% |