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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $12,161,000 | +15.8% | 69,981 | +14.8% | 0.95% | +54.1% |
| Q2 2019 | $10,504,000 | +180.3% | 60,940 | +171.1% | 0.62% | +190.6% |
| Q1 2019 | $3,748,000 | +442.4% | 22,481 | +377.8% | 0.21% | +473.0% |
| Q4 2018 | $691,000 | -92.6% | 4,705 | -91.4% | 0.04% | -93.6% |
| Q3 2018 | $9,381,000 | +27.5% | 54,444 | +20.1% | 0.57% | +76.1% |
| Q2 2018 | $7,358,000 | +1462.2% | 45,334 | +1405.1% | 0.33% | +1204.0% |
| Q1 2018 | $471,000 | -61.9% | 3,012 | -61.5% | 0.02% | -62.1% |
| Q4 2017 | $1,237,000 | -15.2% | 7,822 | -22.8% | 0.07% | -67.3% |
| Q2 2017 | $1,459,000 | +0.7% | 10,132 | -10.3% | 0.20% | -18.9% |
| Q3 2016 | $1,449,000 | +38.0% | 11,300 | +33.4% | 0.25% | +77.9% |
| Q2 2016 | $1,050,000 | -88.9% | 8,470 | -89.2% | 0.14% | -89.3% |
| Q1 2016 | $9,448,000 | -57.6% | 78,177 | -56.5% | 1.31% | -33.9% |
| Q2 2015 | $22,270,000 | +164.6% | 179,626 | +161.0% | 1.99% | +92.0% |
| Q4 2014 | $8,416,000 | -27.7% | 68,824 | -30.4% | 1.04% | -32.1% |
| Q2 2014 | $11,641,000 | – | 98,871 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |