ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $29,519,000 | +94.4% | 163,938 | +60.2% | 0.03% | +70.0% |
| Q1 2020 | $15,183,000 | -45.4% | 102,361 | -30.6% | 0.02% | -20.0% |
| Q4 2019 | $27,812,000 | +49.2% | 147,551 | +37.6% | 0.02% | +38.9% |
| Q3 2019 | $18,640,000 | -26.9% | 107,267 | -27.5% | 0.02% | -25.0% |
| Q2 2019 | $25,485,000 | -56.2% | 147,862 | -57.6% | 0.02% | -58.6% |
| Q1 2019 | $58,172,000 | +307.9% | 348,962 | +259.5% | 0.06% | +262.5% |
| Q4 2018 | $14,260,000 | – | 97,063 | – | 0.02% | – |
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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% |