ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,809 | +10.0% | 10,264 | -1.5% | 0.01% | -12.5% |
| Q3 2023 | $2,553 | -6.6% | 10,417 | -3.0% | 0.01% | 0.0% |
| Q2 2023 | $2,734 | +9.2% | 10,743 | +1.0% | 0.01% | -11.1% |
| Q1 2023 | $2,504 | +5.3% | 10,635 | -1.3% | 0.01% | 0.0% |
| Q4 2022 | $2,378 | -99.9% | 10,776 | +2.0% | 0.01% | 0.0% |
| Q3 2022 | $2,187,000 | -6.1% | 10,562 | -1.4% | 0.01% | -10.0% |
| Q2 2022 | $2,328,000 | -20.8% | 10,707 | -4.4% | 0.01% | -9.1% |
| Q1 2022 | $2,940,000 | -3.0% | 11,205 | +2.6% | 0.01% | -8.3% |
| Q4 2021 | $3,031,000 | +11.2% | 10,923 | +2.1% | 0.01% | +9.1% |
| Q3 2021 | $2,725,000 | -3.0% | 10,694 | -2.5% | 0.01% | -15.4% |
| Q2 2021 | $2,808,000 | +14.8% | 10,972 | +6.3% | 0.01% | 0.0% |
| Q1 2021 | $2,447,000 | +1.9% | 10,319 | -4.0% | 0.01% | -7.1% |
| Q4 2020 | $2,402,000 | +10.2% | 10,746 | -3.5% | 0.01% | 0.0% |
| Q3 2020 | $2,180,000 | +3.7% | 11,137 | -4.6% | 0.01% | 0.0% |
| Q2 2020 | $2,103,000 | +15.8% | 11,678 | -4.6% | 0.01% | -6.7% |
| Q1 2020 | $1,816,000 | -22.0% | 12,245 | -0.8% | 0.02% | -6.2% |
| Q4 2019 | $2,327,000 | +11.8% | 12,344 | +3.0% | 0.02% | -5.9% |
| Q3 2019 | $2,082,000 | +8.6% | 11,980 | +7.7% | 0.02% | +6.2% |
| Q2 2019 | $1,917,000 | +3.3% | 11,124 | -0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,855,000 | -49.7% | 11,127 | -55.6% | 0.02% | -11.1% |
| Q4 2018 | $3,686,000 | +98.7% | 25,088 | +133.1% | 0.02% | +12.5% |
| Q3 2018 | $1,855,000 | -48.7% | 10,765 | -51.6% | 0.02% | -5.9% |
| Q2 2018 | $3,614,000 | +107.5% | 22,264 | +99.8% | 0.02% | 0.0% |
| Q1 2018 | $1,742,000 | -5.5% | 11,141 | -4.5% | 0.02% | -10.5% |
| Q4 2017 | $1,844,000 | +6.9% | 11,660 | +0.8% | 0.02% | +5.6% |
| Q3 2017 | $1,725,000 | +6.4% | 11,562 | +2.7% | 0.02% | 0.0% |
| Q2 2017 | $1,622,000 | +3.2% | 11,263 | +0.2% | 0.02% | +5.9% |
| Q1 2017 | $1,572,000 | +4.9% | 11,235 | -0.3% | 0.02% | -5.6% |
| Q4 2016 | $1,499,000 | +13.6% | 11,273 | +9.6% | 0.02% | +5.9% |
| Q3 2016 | $1,319,000 | +132.2% | 10,288 | +113.4% | 0.02% | +112.5% |
| Q2 2014 | $568,000 | +7.0% | 4,822 | +1.9% | 0.01% | 0.0% |
| Q1 2014 | $531,000 | +30.5% | 4,730 | +28.6% | 0.01% | +14.3% |
| Q4 2013 | $407,000 | -52.3% | 3,679 | -56.4% | 0.01% | -56.2% |
| Q3 2013 | $853,000 | +49.4% | 8,439 | +42.5% | 0.02% | +45.5% |
| Q2 2013 | $571,000 | – | 5,922 | – | 0.01% | – |
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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% |