ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $778,000 | +3.5% | 4,796 | -0.4% | 0.96% | +18.0% |
| Q1 2018 | $752,000 | +22.9% | 4,813 | +24.4% | 0.81% | +23.2% |
| Q4 2017 | $612,000 | +0.7% | 3,869 | -5.0% | 0.66% | +3.0% |
| Q3 2017 | $608,000 | +50.9% | 4,072 | +45.6% | 0.64% | -28.2% |
| Q2 2017 | $403,000 | +27.5% | 2,796 | +23.8% | 0.89% | +124.4% |
| Q1 2017 | $316,000 | +13.3% | 2,259 | +7.6% | 0.40% | -2.9% |
| Q4 2016 | $279,000 | +3.0% | 2,100 | -0.8% | 0.41% | -6.4% |
| Q3 2016 | $271,000 | +5.0% | 2,116 | +1.7% | 0.44% | +10.3% |
| Q2 2016 | $258,000 | -10.4% | 2,080 | -12.7% | 0.40% | -47.7% |
| Q1 2016 | $288,000 | +15.7% | 2,383 | +8.7% | 0.76% | +1.9% |
| Q4 2015 | $249,000 | -16.7% | 2,193 | -17.7% | 0.74% | -48.6% |
| Q1 2014 | $299,000 | +14.6% | 2,666 | +12.9% | 1.45% | +18.2% |
| Q4 2013 | $261,000 | +26.1% | 2,361 | +15.7% | 1.23% | +5.8% |
| Q3 2013 | $207,000 | – | 2,040 | – | 1.16% | – |
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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% |