ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 349 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,842,000 | +4.4% | 17,512 | +0.5% | 0.25% | -0.8% |
| Q1 2018 | $2,723,000 | -2.1% | 17,422 | -0.9% | 0.26% | -6.2% |
| Q4 2017 | $2,780,000 | +10.3% | 17,578 | +4.0% | 0.27% | -0.4% |
| Q3 2017 | $2,521,000 | +1.2% | 16,894 | -2.3% | 0.27% | -3.5% |
| Q2 2017 | $2,490,000 | +6.6% | 17,295 | +3.5% | 0.28% | -0.7% |
| Q1 2017 | $2,336,000 | -2.5% | 16,703 | -7.4% | 0.29% | -7.1% |
| Q4 2016 | $2,397,000 | – | 18,030 | – | 0.31% | – |
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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% |