ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
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 | 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% |