ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,000 | +50.0% | 16 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | -85.7% | 16 | -80.2% | 0.00% | -87.5% |
| Q2 2019 | $14,000 | +7.7% | 81 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $13,000 | -35.0% | 81 | -39.6% | 0.01% | -40.0% |
| Q4 2018 | $20,000 | -4.8% | 134 | +7.2% | 0.02% | +50.0% |
| Q3 2018 | $21,000 | -43.2% | 125 | -44.4% | 0.01% | -37.5% |
| Q2 2018 | $37,000 | +5.7% | 225 | 0.0% | 0.02% | +14.3% |
| Q1 2018 | $35,000 | – | 225 | – | 0.01% | – |
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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% |