ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $213,000 | -51.3% | 810 | -66.6% | 0.06% | -68.1% |
| Q2 2020 | $437,000 | +21.4% | 2,426 | 0.0% | 0.18% | +0.5% |
| Q1 2020 | $360,000 | -21.2% | 2,426 | 0.0% | 0.18% | +9.5% |
| Q4 2019 | $457,000 | +8.3% | 2,426 | 0.0% | 0.17% | +1.8% |
| Q3 2019 | $422,000 | -3.9% | 2,426 | -4.8% | 0.16% | -3.5% |
| Q2 2019 | $439,000 | +3.3% | 2,549 | 0.0% | 0.17% | +2.4% |
| Q1 2019 | $425,000 | +13.6% | 2,549 | 0.0% | 0.17% | -0.6% |
| Q4 2018 | $374,000 | -14.8% | 2,549 | 0.0% | 0.17% | +0.6% |
| Q3 2018 | $439,000 | +5.5% | 2,549 | -0.6% | 0.17% | -1.8% |
| Q2 2018 | $416,000 | +3.7% | 2,565 | 0.0% | 0.17% | +6.2% |
| Q1 2018 | $401,000 | -1.0% | 2,565 | 0.0% | 0.16% | +8.1% |
| Q4 2017 | $405,000 | +11.0% | 2,565 | +5.0% | 0.15% | +7.2% |
| Q3 2017 | $365,000 | +3.7% | 2,442 | -14.1% | 0.14% | -29.6% |
| Q1 2015 | $352,000 | +1.1% | 2,843 | 0.0% | 0.20% | +5.4% |
| Q4 2014 | $348,000 | +4.8% | 2,843 | 0.0% | 0.19% | +3.9% |
| Q3 2014 | $332,000 | -0.9% | 2,843 | 0.0% | 0.18% | -0.6% |
| Q2 2014 | $335,000 | – | 2,843 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |