ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,796,000 | +13.5% | 10,771 | 0.0% | 0.28% | 0.0% |
| Q4 2018 | $1,582,000 | -14.8% | 10,771 | 0.0% | 0.28% | +0.7% |
| Q3 2018 | $1,856,000 | +6.2% | 10,771 | 0.0% | 0.27% | +1.5% |
| Q2 2018 | $1,748,000 | +3.8% | 10,771 | 0.0% | 0.27% | -1.8% |
| Q1 2018 | $1,684,000 | -9.6% | 10,771 | -8.5% | 0.28% | -10.4% |
| Q4 2017 | $1,862,000 | +0.9% | 11,771 | -4.7% | 0.31% | -1.6% |
| Q3 2017 | $1,845,000 | +3.7% | 12,357 | 0.0% | 0.31% | +1.6% |
| Q2 2017 | $1,780,000 | +2.9% | 12,357 | 0.0% | 0.31% | -3.8% |
| Q1 2017 | $1,729,000 | +5.2% | 12,357 | 0.0% | 0.32% | -1.2% |
| Q4 2016 | $1,643,000 | +3.7% | 12,357 | 0.0% | 0.32% | +10.6% |
| Q3 2016 | $1,584,000 | +3.3% | 12,357 | 0.0% | 0.29% | -1.4% |
| Q2 2016 | $1,533,000 | +2.7% | 12,357 | 0.0% | 0.30% | 0.0% |
| Q1 2016 | $1,493,000 | – | 12,357 | – | 0.30% | – |
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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% |