ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $7,348,000 | -54.2% | 50,016 | -50.7% | 0.22% | -38.4% |
| Q4 2017 | $16,033,000 | +223.3% | 101,364 | +205.1% | 0.35% | +242.2% |
| Q3 2017 | $4,959,000 | -27.0% | 33,221 | -29.9% | 0.10% | -24.4% |
| Q2 2017 | $6,795,000 | -31.7% | 47,389 | -33.4% | 0.14% | -29.7% |
| Q1 2017 | $9,948,000 | -61.2% | 71,106 | -63.1% | 0.19% | -60.9% |
| Q4 2016 | $25,634,000 | – | 192,767 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNC Management Company, Inc. | 572,030 | $176,569 | 99.97% |
| TLWM | 290,276 | $89,599,121 | 19.28% |
| Wind River Trust Co | 124,692 | $38,488,680 | 15.60% |
| Family Firm, Inc. | 856,336 | $63,322,289 | 14.12% |
| AlphaCore Capital LLC | 184,127 | $56,834,376 | 13.73% |
| Christopher J. Hasenberg, Inc | 81,860 | $25,267,726 | 11.45% |
| SENTINEL TRUST CO LBA | 294,682 | $90,959 | 11.18% |
| PITCAIRN CO | 518,380 | $160,008,223 | 9.77% |
| Compass Financial Group, Inc. | 58,632 | $18,405,757 | 9.16% |
| Brooklyn FI, LLC | 73,545 | $22,701,135 | 8.87% |