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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |