ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $207,000 | -17.9% | 1,200 | -20.5% | 0.00% | -33.3% |
| Q1 2019 | $252,000 | +13.5% | 1,510 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $222,000 | -14.6% | 1,510 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $260,000 | +6.1% | 1,510 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $245,000 | +3.8% | 1,510 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $236,000 | -1.3% | 1,510 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $239,000 | +6.2% | 1,510 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $225,000 | +3.7% | 1,510 | 0.0% | 0.01% | +20.0% |
| Q2 2017 | $217,000 | +2.8% | 1,510 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $211,000 | +5.0% | 1,510 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $201,000 | – | 1,510 | – | 0.01% | – |
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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% |