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 | ||||
---|---|---|---|---|---|---|
Q1 2018 | $973,000 | -4.3% | 6,229 | -3.1% | 0.80% | +4.6% |
Q4 2017 | $1,017,000 | +4.4% | 6,431 | -1.5% | 0.76% | -5.7% |
Q3 2017 | $974,000 | -0.7% | 6,529 | -4.2% | 0.81% | -1.8% |
Q2 2017 | $981,000 | -15.1% | 6,815 | -17.6% | 0.83% | -37.2% |
Q1 2017 | $1,156,000 | +5.2% | 8,266 | 0.0% | 1.32% | +49.5% |
Q4 2016 | $1,099,000 | – | 8,266 | – | 0.88% | – |
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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% |