ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 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% | – |
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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% |