ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $105,000 | +1.0% | 604 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $104,000 | +4.0% | 604 | +0.3% | 0.04% | +2.6% |
| Q1 2019 | $100,000 | +426.3% | 602 | +345.9% | 0.04% | +333.3% |
| Q4 2018 | $19,000 | 0.0% | 135 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $19,000 | +5.6% | 135 | 0.0% | 0.01% | +11.1% |
| Q1 2017 | $18,000 | -77.5% | 135 | -77.2% | 0.01% | -80.0% |
| Q4 2016 | $80,000 | +6.7% | 591 | 0.0% | 0.04% | -2.2% |
| Q3 2016 | $75,000 | – | 591 | – | 0.05% | – |
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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% |