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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $699,000 | -15.4% | 4,758 | -0.3% | 0.09% | -4.1% |
| Q3 2018 | $826,000 | +6.4% | 4,770 | -0.3% | 0.10% | +3.2% |
| Q2 2018 | $776,000 | +0.3% | 4,783 | -3.4% | 0.09% | -3.1% |
| Q1 2018 | $774,000 | -7.0% | 4,949 | -5.9% | 0.10% | -7.6% |
| Q4 2017 | $832,000 | +8.9% | 5,262 | +2.8% | 0.10% | -0.9% |
| Q3 2017 | $764,000 | -2.1% | 5,118 | -5.5% | 0.11% | -8.6% |
| Q2 2017 | $780,000 | +1.8% | 5,418 | -1.1% | 0.12% | -4.1% |
| Q1 2017 | $766,000 | -48.6% | 5,478 | -55.1% | 0.12% | -67.0% |
| Q4 2016 | $1,491,000 | +71.8% | 12,195 | +80.1% | 0.37% | +115.9% |
| Q3 2016 | $868,000 | -3.6% | 6,771 | -6.6% | 0.17% | -11.0% |
| Q2 2016 | $900,000 | -9.1% | 7,253 | -11.5% | 0.19% | -55.3% |
| Q1 2016 | $990,000 | -28.5% | 8,192 | -28.8% | 0.43% | -26.6% |
| Q4 2015 | $1,384,000 | +17.5% | 11,505 | +11.2% | 0.58% | -2.0% |
| Q3 2015 | $1,178,000 | -15.9% | 10,346 | -8.5% | 0.59% | -2.3% |
| Q2 2015 | $1,401,000 | +1.2% | 11,303 | +1.1% | 0.61% | -5.3% |
| Q1 2015 | $1,385,000 | -7.1% | 11,181 | -8.3% | 0.64% | +40.5% |
| Q4 2014 | $1,491,000 | +2.2% | 12,195 | -2.4% | 0.46% | -51.6% |
| Q3 2014 | $1,459,000 | -3.1% | 12,495 | -2.2% | 0.94% | -30.8% |
| Q2 2014 | $1,505,000 | +10.9% | 12,782 | +5.8% | 1.36% | +6.0% |
| Q1 2014 | $1,357,000 | +35.6% | 12,082 | +33.5% | 1.29% | +26.5% |
| Q4 2013 | $1,001,000 | +72.0% | 9,048 | +57.1% | 1.02% | +54.2% |
| Q3 2013 | $582,000 | – | 5,758 | – | 0.66% | – |
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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% |