ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,415,000 | +8.0% | 28,726 | -0.4% | 0.04% | 0.0% |
| Q3 2019 | $5,014,000 | -5.8% | 28,840 | -6.6% | 0.04% | -9.8% |
| Q2 2019 | $5,325,000 | +14.9% | 30,894 | +11.1% | 0.04% | +7.9% |
| Q1 2019 | $4,636,000 | +19.0% | 27,806 | +4.9% | 0.04% | 0.0% |
| Q4 2018 | $3,895,000 | -32.6% | 26,506 | -20.9% | 0.04% | -34.5% |
| Q3 2018 | $5,776,000 | +17.7% | 33,509 | +10.9% | 0.06% | -13.4% |
| Q2 2018 | $4,906,000 | -6.7% | 30,222 | -10.1% | 0.07% | -6.9% |
| Q1 2018 | $5,260,000 | -5.6% | 33,634 | -4.5% | 0.07% | -2.7% |
| Q4 2017 | $5,571,000 | +3.2% | 35,213 | -2.6% | 0.07% | -12.9% |
| Q3 2017 | $5,397,000 | +4.6% | 36,143 | +0.9% | 0.08% | -6.6% |
| Q2 2017 | $5,159,000 | +10.7% | 35,820 | +7.6% | 0.09% | -3.2% |
| Q1 2017 | $4,659,000 | -2.2% | 33,299 | -7.0% | 0.09% | -13.0% |
| Q4 2016 | $4,764,000 | +26.3% | 35,819 | +21.7% | 0.11% | +18.7% |
| Q3 2016 | $3,773,000 | -3.2% | 29,433 | -6.5% | 0.09% | -11.7% |
| Q2 2016 | $3,899,000 | – | 31,463 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |