ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
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 | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |