ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,000 | -75.0% | 11 | -78.8% | 0.00% | – |
| Q1 2018 | $8,000 | -50.0% | 52 | -49.0% | 0.00% | – |
| Q4 2017 | $16,000 | +6.7% | 102 | 0.0% | 0.00% | – |
| Q3 2017 | $15,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2017 | $15,000 | +275.0% | 102 | +240.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2016 | $4,000 | -69.2% | 30 | -70.0% | 0.00% | – |
| Q3 2016 | $13,000 | +62.5% | 100 | +56.2% | 0.00% | – |
| Q2 2016 | $8,000 | -63.6% | 64 | -65.2% | 0.00% | – |
| Q1 2016 | $22,000 | 0.0% | 184 | +0.5% | 0.00% | – |
| Q4 2015 | $22,000 | -18.5% | 183 | -22.8% | 0.00% | – |
| Q3 2015 | $27,000 | +35.0% | 237 | +47.2% | 0.00% | – |
| Q2 2015 | $20,000 | +185.7% | 161 | +192.7% | 0.00% | – |
| Q1 2015 | $7,000 | +600.0% | 55 | +358.3% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2013 | $1,000 | – | 12 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |