ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $197,884,000 | +1.4% | 1,138,771 | +0.5% | 0.23% | +6.9% |
| Q2 2019 | $195,222,000 | -18.9% | 1,132,641 | -21.6% | 0.22% | -14.8% |
| Q1 2019 | $240,856,000 | +13.5% | 1,444,847 | 0.0% | 0.26% | +4.1% |
| Q4 2018 | $212,277,000 | -14.7% | 1,444,847 | 0.0% | 0.25% | +3.4% |
| Q3 2018 | $248,947,000 | +6.2% | 1,444,847 | 0.0% | 0.24% | +0.8% |
| Q2 2018 | $234,484,000 | +3.8% | 1,444,847 | 0.0% | 0.24% | -3.3% |
| Q1 2018 | $225,887,000 | -1.2% | 1,444,847 | 0.0% | 0.24% | +1.7% |
| Q4 2017 | $228,531,000 | +6.0% | 1,444,847 | 0.0% | 0.24% | -6.6% |
| Q3 2017 | $215,687,000 | +6.4% | 1,444,847 | +2.6% | 0.26% | -4.1% |
| Q2 2017 | $202,720,000 | +3.0% | 1,407,579 | +0.0% | 0.27% | +2.3% |
| Q1 2017 | $196,843,000 | +4.2% | 1,407,026 | -0.9% | 0.26% | +0.4% |
| Q4 2016 | $188,832,000 | -12.3% | 1,420,000 | -15.5% | 0.26% | -20.9% |
| Q3 2016 | $215,431,000 | +3.5% | 1,680,558 | +0.1% | 0.33% | -10.1% |
| Q2 2016 | $208,198,000 | +2.3% | 1,678,745 | -0.3% | 0.37% | +0.3% |
| Q1 2016 | $203,585,000 | +37.2% | 1,684,468 | +36.6% | 0.37% | +40.8% |
| Q4 2015 | $148,363,000 | +63.7% | 1,233,170 | +55.0% | 0.26% | +43.6% |
| Q3 2015 | $90,618,000 | – | 795,665 | – | 0.18% | – |
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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% |