ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $14,790,000 | +14.8% | 78,464 | +5.9% | 10.80% | +68.2% |
| Q3 2019 | $12,880,000 | +10.2% | 74,120 | +9.3% | 6.42% | +5.1% |
| Q2 2019 | $11,687,000 | +173.1% | 67,807 | +164.1% | 6.11% | +173.9% |
| Q1 2019 | $4,279,000 | +1947.4% | 25,672 | +2021.7% | 2.23% | +1757.5% |
| Q3 2018 | $209,000 | -66.5% | 1,210 | -68.5% | 0.12% | -69.8% |
| Q2 2018 | $624,000 | – | 3,845 | – | 0.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |