ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 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 | 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% |