ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 468 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 2020 | $4,991,000 | +8.7% | 25,500 | 0.0% | 4.66% | +1.8% |
| Q2 2020 | $4,592,000 | +21.4% | 25,500 | 0.0% | 4.57% | +26.7% |
| Q1 2020 | $3,782,000 | -21.3% | 25,500 | 0.0% | 3.61% | -37.2% |
| Q4 2019 | $4,806,000 | +8.5% | 25,500 | 0.0% | 5.74% | +2.5% |
| Q3 2019 | $4,431,000 | +0.8% | 25,500 | 0.0% | 5.60% | +54.2% |
| Q2 2019 | $4,395,000 | +3.4% | 25,500 | 0.0% | 3.64% | +0.1% |
| Q1 2019 | $4,251,000 | +13.5% | 25,500 | 0.0% | 3.63% | +11.3% |
| Q4 2018 | $3,746,000 | – | 25,500 | – | 3.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |