LUCAS CAPITAL MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
LUCAS CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$208,000
+3.0%
1,2800.0%0.20%
+12.6%
Q4 2017$202,000
-1.9%
1,280
-7.2%
0.18%
-5.4%
Q3 2017$206,0001,3800.18%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
AlphaCore Capital LLC 110,273$19,855,00019.79%
Geller Advisors LLC 299,746$53,972,00016.34%
Family Firm, Inc. 236,790$42,636,00015.96%
SCS Capital Management LLC 3,608,122$649,678,00014.23%
Evensky & Katz LLC 521,785$93,953,00013.56%
PITCAIRN CO 778,944$140,257,00013.48%
Financial Services Advisory Inc 144,884$26,088,00013.23%
TLWM 113,075$20,354,00012.02%
Wind River Trust Co 147,932$26,637,00011.31%
Compass Financial Group, Inc. 70,214$12,643,00010.59%
View complete list of ISHARES TR shareholders