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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $210,000 | -5.0% | 757 | -12.7% | 0.02% | -12.0% |
| Q3 2021 | $221,000 | -0.5% | 867 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $222,000 | +7.8% | 867 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $206,000 | -5.9% | 867 | -28.6% | 0.03% | -30.8% |
| Q2 2020 | $219,000 | -12.0% | 1,214 | -27.7% | 0.04% | -30.4% |
| Q1 2020 | $249,000 | -22.7% | 1,678 | -1.8% | 0.06% | 0.0% |
| Q4 2019 | $322,000 | -3.9% | 1,709 | -7.7% | 0.06% | -6.7% |
| Q3 2019 | $335,000 | +7.0% | 1,851 | 0.0% | 0.06% | +3.4% |
| Q2 2019 | $313,000 | -10.6% | 1,851 | -11.7% | 0.06% | -12.1% |
| Q1 2019 | $350,000 | +4.2% | 2,097 | 0.0% | 0.07% | -2.9% |
| Q4 2018 | $336,000 | -3.4% | 2,097 | 0.0% | 0.07% | +11.5% |
| Q3 2018 | $348,000 | +2.4% | 2,097 | 0.0% | 0.06% | -4.7% |
| Q2 2018 | $340,000 | +3.7% | 2,097 | 0.0% | 0.06% | -8.6% |
| Q1 2018 | $328,000 | – | 2,097 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |