ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $58,000 | +3.6% | 339 | +0.3% | 0.04% | +116.7% |
| Q1 2019 | $56,000 | -3.4% | 338 | +1.2% | 0.02% | -37.9% |
| Q3 2018 | $58,000 | +7.4% | 334 | 0.0% | 0.03% | -27.5% |
| Q2 2018 | $54,000 | +3.8% | 334 | 0.0% | 0.04% | +5.3% |
| Q1 2018 | $52,000 | +225.0% | 334 | +212.1% | 0.04% | +137.5% |
| Q4 2017 | $16,000 | – | 107 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |