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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $413,000 | -32.8% | 2,193 | -38.6% | 0.23% | -33.5% |
| Q2 2019 | $615,000 | +3.4% | 3,570 | 0.0% | 0.35% | -2.2% |
| Q1 2019 | $595,000 | -64.6% | 3,570 | -68.8% | 0.36% | -69.8% |
| Q4 2018 | $1,683,000 | +173.7% | 11,457 | +220.9% | 1.19% | +234.8% |
| Q3 2018 | $615,000 | +6.2% | 3,570 | 0.0% | 0.36% | -3.8% |
| Q2 2018 | $579,000 | +3.8% | 3,570 | 0.0% | 0.37% | +1.4% |
| Q1 2018 | $558,000 | -1.2% | 3,570 | 0.0% | 0.36% | +9.0% |
| Q4 2017 | $565,000 | +3.9% | 3,570 | -2.0% | 0.34% | -7.7% |
| Q3 2017 | $544,000 | +1.9% | 3,642 | -1.9% | 0.36% | +12.0% |
| Q2 2017 | $534,000 | +7.7% | 3,711 | +4.6% | 0.32% | +12.1% |
| Q1 2017 | $496,000 | -80.2% | 3,547 | -81.2% | 0.29% | -64.5% |
| Q4 2016 | $2,509,000 | – | 18,871 | – | 0.81% | – |
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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% |