ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $97,178 | +11.7% | 355 | 0.0% | 0.05% | +8.9% |
| Q3 2023 | $86,996 | -3.7% | 355 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $90,340 | +8.1% | 355 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $83,571 | +6.7% | 355 | 0.0% | 0.04% | +4.8% |
| Q4 2022 | $78,341 | +7.3% | 355 | 0.0% | 0.04% | +7.7% |
| Q3 2022 | $73,000 | -5.2% | 355 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $77,000 | -17.2% | 355 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $93,000 | -6.1% | 355 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $99,000 | +10.0% | 355 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $90,000 | -1.1% | 355 | 0.0% | 0.04% | +35.7% |
| Q2 2021 | $91,000 | +12.3% | 355 | +4.4% | 0.03% | +16.7% |
| Q1 2021 | $81,000 | +6.6% | 340 | 0.0% | 0.02% | +4.3% |
| Q4 2020 | $76,000 | +13.4% | 340 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $67,000 | +9.8% | 340 | 0.0% | 0.02% | +4.8% |
| Q2 2020 | $61,000 | +22.0% | 340 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $50,000 | -27.5% | 340 | -6.8% | 0.02% | +5.0% |
| Q4 2019 | $69,000 | +16.9% | 365 | +7.4% | 0.02% | +5.3% |
| Q3 2019 | $59,000 | 0.0% | 340 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $59,000 | +321.4% | 340 | +300.0% | 0.02% | +280.0% |
| Q1 2019 | $14,000 | -30.0% | 85 | -37.0% | 0.01% | -28.6% |
| Q4 2018 | $20,000 | -37.5% | 135 | -27.0% | 0.01% | -22.2% |
| Q3 2018 | $32,000 | +6.7% | 185 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $30,000 | +3.4% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $29,000 | +141.7% | 185 | +85.0% | 0.01% | +125.0% |
| Q1 2015 | $12,000 | +33.3% | 100 | +42.9% | 0.00% | +33.3% |
| Q4 2014 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $8,000 | +100.0% | 70 | +100.0% | 0.00% | +200.0% |
| Q2 2014 | $4,000 | – | 35 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |