ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $341,000 | +6.6% | 1,977 | +0.1% | 0.07% | -7.7% |
| Q2 2018 | $320,000 | +3.6% | 1,975 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $309,000 | -1.6% | 1,975 | -0.4% | 0.08% | +8.3% |
| Q4 2017 | $314,000 | +6.4% | 1,983 | +0.3% | 0.07% | -5.3% |
| Q3 2017 | $295,000 | +3.9% | 1,978 | +0.2% | 0.08% | -7.3% |
| Q2 2017 | $284,000 | +2.9% | 1,975 | 0.0% | 0.08% | -9.9% |
| Q1 2017 | $276,000 | +5.3% | 1,975 | +0.1% | 0.09% | -14.2% |
| Q4 2016 | $262,000 | +4.0% | 1,973 | +0.3% | 0.11% | -5.4% |
| Q3 2016 | $252,000 | +3.3% | 1,967 | +0.2% | 0.11% | +8.7% |
| Q2 2016 | $244,000 | +3.0% | 1,964 | 0.0% | 0.10% | -1.9% |
| Q1 2016 | $237,000 | +28.1% | 1,964 | +27.5% | 0.10% | +12.9% |
| Q4 2015 | $185,000 | +5.7% | 1,540 | +0.1% | 0.09% | -6.1% |
| Q3 2015 | $175,000 | -7.9% | 1,538 | +0.2% | 0.10% | -5.7% |
| Q2 2015 | $190,000 | -50.0% | 1,535 | -49.9% | 0.10% | -2.8% |
| Q1 2015 | $380,000 | +103.2% | 3,064 | +100.4% | 0.11% | +1.9% |
| Q4 2014 | $187,000 | +5.1% | 1,529 | +0.1% | 0.11% | -1.9% |
| Q3 2014 | $178,000 | -1.1% | 1,527 | +0.1% | 0.11% | -1.8% |
| Q2 2014 | $180,000 | +68.2% | 1,525 | +60.5% | 0.11% | +54.9% |
| Q1 2014 | $107,000 | 0.0% | 950 | -2.1% | 0.07% | -2.7% |
| Q4 2013 | $107,000 | – | 970 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |