ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 469 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| TLWM | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |