ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 316 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $357,943 | -91.6% | 1,622 | -90.3% | 0.02% | -86.6% |
| Q2 2021 | $4,258,000 | -24.1% | 16,640 | -29.6% | 0.12% | -27.9% |
| Q1 2021 | $5,608,000 | -2.2% | 23,640 | -7.9% | 0.16% | -13.2% |
| Q4 2020 | $5,735,000 | +14.7% | 25,655 | +0.4% | 0.19% | 0.0% |
| Q3 2020 | $4,999,000 | +8.7% | 25,545 | 0.0% | 0.19% | +16.6% |
| Q2 2020 | $4,600,000 | +21.4% | 25,545 | 0.0% | 0.16% | -3.0% |
| Q1 2020 | $3,789,000 | -2.2% | 25,545 | +24.3% | 0.17% | +54.1% |
| Q4 2019 | $3,873,000 | -59.4% | 20,545 | -62.6% | 0.11% | -62.0% |
| Q3 2019 | $9,548,000 | -19.6% | 54,945 | -20.3% | 0.29% | -18.5% |
| Q2 2019 | $11,876,000 | +38.1% | 68,900 | +33.5% | 0.35% | +41.4% |
| Q1 2019 | $8,602,000 | +231.5% | 51,600 | +210.8% | 0.25% | +283.1% |
| Q1 2018 | $2,595,000 | +215.7% | 16,600 | +219.2% | 0.06% | +242.1% |
| Q4 2017 | $822,000 | -34.4% | 5,200 | -38.1% | 0.02% | -36.7% |
| Q3 2017 | $1,254,000 | +74.4% | 8,400 | +44.8% | 0.03% | +66.7% |
| Q2 2016 | $719,000 | – | 5,800 | – | 0.02% | – |
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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% |