ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 349 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $387,000 | +3.5% | 2,244 | 0.0% | 0.04% | +4.8% |
| Q1 2019 | $374,000 | +13.3% | 2,244 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $330,000 | -11.3% | 2,244 | +3.9% | 0.04% | +5.1% |
| Q3 2018 | $372,000 | +6.3% | 2,159 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $350,000 | +2.0% | 2,159 | -1.6% | 0.04% | +2.7% |
| Q1 2018 | $343,000 | -1.2% | 2,194 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $347,000 | +2.4% | 2,194 | -3.3% | 0.04% | -2.6% |
| Q3 2017 | $339,000 | -11.7% | 2,269 | -15.0% | 0.04% | -9.5% |
| Q2 2017 | $384,000 | -6.6% | 2,669 | -9.2% | 0.04% | -8.7% |
| Q1 2017 | $411,000 | +2.2% | 2,941 | -2.6% | 0.05% | 0.0% |
| Q4 2016 | $402,000 | +4.1% | 3,021 | +0.4% | 0.05% | -11.5% |
| Q3 2016 | $386,000 | +3.5% | 3,010 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $373,000 | +1.4% | 3,010 | -1.2% | 0.05% | 0.0% |
| Q1 2016 | $368,000 | +0.3% | 3,047 | 0.0% | 0.05% | +2.0% |
| Q4 2015 | $367,000 | +7.6% | 3,047 | +1.7% | 0.05% | +4.1% |
| Q3 2015 | $341,000 | -8.3% | 2,997 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $372,000 | -18.4% | 2,997 | -18.6% | 0.05% | -18.3% |
| Q1 2015 | $456,000 | +1.3% | 3,680 | 0.0% | 0.06% | +1.7% |
| Q4 2014 | $450,000 | – | 3,680 | – | 0.06% | – |
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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% |