ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $110,000 | -12.0% | 696 | -16.6% | 0.07% | -18.1% |
| Q3 2017 | $125,000 | -10.1% | 835 | -13.6% | 0.08% | -12.6% |
| Q2 2017 | $139,000 | -85.9% | 966 | -86.3% | 0.10% | -86.7% |
| Q1 2017 | $983,000 | +1.4% | 7,032 | -3.5% | 0.72% | -11.9% |
| Q4 2016 | $969,000 | +38.8% | 7,288 | +33.7% | 0.81% | +53.2% |
| Q3 2016 | $698,000 | +12.4% | 5,449 | +8.7% | 0.53% | +3.5% |
| Q2 2016 | $621,000 | +89.3% | 5,015 | +84.4% | 0.51% | +66.8% |
| Q1 2016 | $328,000 | – | 2,720 | – | 0.31% | – |
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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% |