ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 240 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,135,363 | -3.7% | 4,633 | 0.0% | 0.07% | +2.8% |
| Q2 2023 | $1,179,006 | +8.6% | 4,633 | +0.5% | 0.07% | +1.4% |
| Q1 2023 | $1,085,476 | +6.7% | 4,611 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $1,017,555 | +6.6% | 4,611 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $955,000 | -4.7% | 4,611 | 0.0% | 0.07% | +2.9% |
| Q2 2022 | $1,002,000 | -14.5% | 4,611 | 0.0% | 0.07% | -1.4% |
| Q1 2022 | $1,172,000 | -8.4% | 4,611 | 0.0% | 0.07% | +4.5% |
| Q4 2021 | $1,280,000 | +9.0% | 4,611 | +0.1% | 0.07% | -1.5% |
| Q3 2021 | $1,174,000 | -0.4% | 4,608 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $1,179,000 | +5.2% | 4,608 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $1,121,000 | +8.8% | 4,608 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $1,030,000 | +14.2% | 4,608 | 0.0% | 0.07% | +3.1% |
| Q3 2020 | $902,000 | +8.7% | 4,608 | 0.0% | 0.06% | +1.6% |
| Q2 2020 | $830,000 | +21.3% | 4,608 | 0.0% | 0.06% | +1.6% |
| Q1 2020 | $684,000 | -21.8% | 4,608 | -0.7% | 0.06% | -1.6% |
| Q4 2019 | $875,000 | +8.6% | 4,640 | 0.0% | 0.06% | +1.6% |
| Q3 2019 | $806,000 | +0.8% | 4,640 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $800,000 | +4.0% | 4,640 | +0.5% | 0.06% | -3.1% |
| Q1 2019 | $769,000 | +13.4% | 4,615 | 0.0% | 0.06% | -1.5% |
| Q4 2018 | $678,000 | -18.3% | 4,615 | -4.2% | 0.06% | -1.5% |
| Q3 2018 | $830,000 | +6.3% | 4,815 | 0.0% | 0.07% | -1.5% |
| Q2 2018 | $781,000 | +3.0% | 4,815 | -0.7% | 0.07% | 0.0% |
| Q1 2018 | $758,000 | +0.9% | 4,850 | +2.1% | 0.07% | +4.7% |
| Q4 2017 | $751,000 | +7.0% | 4,750 | +1.1% | 0.06% | +4.9% |
| Q3 2017 | $702,000 | +3.7% | 4,700 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $677,000 | -9.1% | 4,700 | -11.7% | 0.06% | -12.9% |
| Q1 2017 | $745,000 | +5.2% | 5,325 | 0.0% | 0.07% | 0.0% |
| Q4 2016 | $708,000 | +4.3% | 5,325 | +0.5% | 0.07% | +2.9% |
| Q3 2016 | $679,000 | +3.3% | 5,300 | 0.0% | 0.07% | +1.5% |
| Q2 2016 | $657,000 | +2.5% | 5,300 | 0.0% | 0.07% | -1.5% |
| Q1 2016 | $641,000 | +0.5% | 5,300 | 0.0% | 0.07% | +1.5% |
| Q4 2015 | $638,000 | +5.3% | 5,300 | -0.5% | 0.07% | +1.5% |
| Q3 2015 | $606,000 | -7.8% | 5,325 | +0.5% | 0.07% | -1.5% |
| Q2 2015 | $657,000 | +6.1% | 5,300 | +6.1% | 0.07% | +4.7% |
| Q1 2015 | $619,000 | +10.1% | 4,995 | +8.7% | 0.06% | +12.3% |
| Q4 2014 | $562,000 | +19.3% | 4,595 | +14.0% | 0.06% | +16.3% |
| Q3 2014 | $471,000 | -0.6% | 4,030 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $474,000 | +8.5% | 4,030 | +3.5% | 0.05% | +4.3% |
| Q1 2014 | $437,000 | +25.6% | 3,895 | +23.8% | 0.05% | +34.3% |
| Q4 2013 | $348,000 | +27.5% | 3,145 | +16.7% | 0.04% | +16.7% |
| Q3 2013 | $273,000 | +13.3% | 2,695 | +8.0% | 0.03% | +7.1% |
| Q2 2013 | $241,000 | – | 2,495 | – | 0.03% | – |
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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% |