ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 469 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,516,000 | +1.3% | 8,723 | 0.0% | 1.34% | -4.7% |
| Q2 2019 | $1,497,000 | +3.0% | 8,723 | 0.0% | 1.41% | -10.2% |
| Q1 2019 | $1,454,000 | +13.4% | 8,723 | 0.0% | 1.56% | -12.2% |
| Q4 2018 | $1,282,000 | -14.7% | 8,723 | 0.0% | 1.78% | +22.6% |
| Q3 2018 | $1,503,000 | +6.1% | 8,723 | 0.0% | 1.45% | +5.2% |
| Q2 2018 | $1,416,000 | +3.8% | 8,723 | 0.0% | 1.38% | -6.6% |
| Q1 2018 | $1,364,000 | -1.2% | 8,723 | 0.0% | 1.48% | +11.2% |
| Q4 2017 | $1,380,000 | +6.0% | 8,723 | 0.0% | 1.33% | +15.1% |
| Q3 2017 | $1,302,000 | +3.7% | 8,723 | 0.0% | 1.16% | -6.0% |
| Q2 2017 | $1,256,000 | – | 8,723 | – | 1.23% | – |
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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% |