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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $11,404,000 | +2743.9% | 68,412 | +2839.9% | 0.10% | +3400.0% |
| Q3 2018 | $401,000 | -93.6% | 2,327 | -94.0% | 0.00% | -94.6% |
| Q2 2018 | $6,264,000 | -12.3% | 38,598 | -15.5% | 0.06% | -1.8% |
| Q1 2018 | $7,145,000 | +1268.8% | 45,704 | +1285.0% | 0.06% | +1040.0% |
| Q4 2017 | $522,000 | -84.8% | 3,300 | -85.6% | 0.01% | -83.3% |
| Q3 2017 | $3,429,000 | +477.3% | 22,967 | +457.2% | 0.03% | +500.0% |
| Q2 2017 | $594,000 | -53.0% | 4,122 | -54.3% | 0.01% | -54.5% |
| Q1 2017 | $1,263,000 | -29.8% | 9,025 | -35.7% | 0.01% | -42.1% |
| Q3 2016 | $1,798,000 | -76.2% | 14,026 | -77.0% | 0.02% | -64.8% |
| Q2 2016 | $7,552,000 | +888.5% | 60,895 | +862.8% | 0.05% | +800.0% |
| Q1 2016 | $764,000 | +324.4% | 6,325 | +323.9% | 0.01% | +500.0% |
| Q4 2015 | $180,000 | -29.1% | 1,492 | -27.2% | 0.00% | -50.0% |
| Q2 2015 | $254,000 | -79.3% | 2,050 | -79.3% | 0.00% | -71.4% |
| Q1 2015 | $1,227,000 | +1.3% | 9,904 | 0.0% | 0.01% | +16.7% |
| Q4 2014 | $1,211,000 | -31.0% | 9,904 | -33.6% | 0.01% | -40.0% |
| Q2 2014 | $1,756,000 | – | 14,913 | – | 0.01% | – |
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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% |