ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 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 | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |