ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,527,000 | -1.2% | 9,766 | 0.0% | 0.17% | +8.2% |
| Q4 2017 | $1,545,000 | +6.0% | 9,766 | 0.0% | 0.16% | +9.7% |
| Q3 2017 | $1,458,000 | +536.7% | 9,766 | +513.4% | 0.14% | +530.4% |
| Q2 2017 | $229,000 | +2.7% | 1,592 | 0.0% | 0.02% | -8.0% |
| Q1 2017 | $223,000 | +11.5% | 1,592 | +5.6% | 0.02% | +4.2% |
| Q4 2016 | $200,000 | – | 1,507 | – | 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% |