ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 349 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $598,000 | -47.3% | 4,500 | -50.0% | 0.01% | -50.0% |
| Q3 2016 | $1,135,000 | +103.4% | 9,000 | +100.0% | 0.02% | +122.2% |
| Q2 2016 | $558,000 | +2.6% | 4,500 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $544,000 | +0.6% | 4,500 | 0.0% | 0.01% | +12.5% |
| Q4 2015 | $541,000 | +5.5% | 4,500 | 0.0% | 0.01% | -11.1% |
| Q3 2015 | $513,000 | -54.0% | 4,500 | -50.0% | 0.01% | -43.8% |
| Q2 2015 | $1,116,000 | +0.1% | 9,000 | 0.0% | 0.02% | -5.9% |
| Q1 2015 | $1,115,000 | – | 9,000 | – | 0.02% | – |
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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% |