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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,291 | +27.3% | 3,686 | +32.2% | 0.00% | – |
| Q2 2023 | $709,745 | -14.1% | 2,789 | -30.1% | 0.00% | – |
| Q3 2022 | $826,000 | +179.1% | 3,989 | +193.3% | 0.00% | – |
| Q2 2022 | $296,000 | -28.2% | 1,360 | -13.4% | 0.00% | – |
| Q1 2022 | $412,000 | -13.1% | 1,571 | -35.1% | 0.00% | -100.0% |
| Q3 2020 | $474,000 | -38.0% | 2,421 | -43.0% | 0.00% | 0.0% |
| Q2 2020 | $765,000 | -16.6% | 4,247 | -12.7% | 0.00% | 0.0% |
| Q4 2019 | $917,000 | +73.0% | 4,865 | +59.5% | 0.00% | 0.0% |
| Q3 2019 | $530,000 | +4.3% | 3,051 | +3.6% | 0.00% | 0.0% |
| Q2 2019 | $508,000 | -70.8% | 2,945 | -71.7% | 0.00% | -66.7% |
| Q1 2019 | $1,737,000 | +13.3% | 10,417 | -0.2% | 0.00% | +50.0% |
| Q4 2018 | $1,533,000 | +177.2% | 10,435 | +224.9% | 0.00% | +100.0% |
| Q3 2018 | $553,000 | -68.9% | 3,212 | -71.8% | 0.00% | -50.0% |
| Q1 2018 | $1,780,000 | +32.8% | 11,385 | +34.4% | 0.00% | 0.0% |
| Q4 2017 | $1,340,000 | +42.4% | 8,472 | +26.0% | 0.00% | 0.0% |
| Q1 2017 | $941,000 | +18.4% | 6,724 | +12.5% | 0.00% | 0.0% |
| Q4 2016 | $795,000 | -11.3% | 5,975 | -14.5% | 0.00% | 0.0% |
| Q3 2016 | $896,000 | +9.9% | 6,987 | +6.3% | 0.00% | 0.0% |
| Q2 2016 | $815,000 | -5.6% | 6,571 | -7.9% | 0.00% | 0.0% |
| Q1 2016 | $863,000 | -3.3% | 7,138 | -3.8% | 0.00% | 0.0% |
| Q4 2015 | $892,000 | -44.9% | 7,417 | -47.8% | 0.00% | -33.3% |
| Q3 2015 | $1,618,000 | +174.7% | 14,209 | +199.1% | 0.00% | +200.0% |
| Q2 2015 | $589,000 | -25.8% | 4,750 | -26.0% | 0.00% | 0.0% |
| Q1 2015 | $794,000 | -25.0% | 6,415 | -29.2% | 0.00% | -66.7% |
| Q3 2014 | $1,058,000 | +59.8% | 9,055 | +61.0% | 0.00% | +50.0% |
| Q2 2014 | $662,000 | -43.4% | 5,624 | -46.0% | 0.00% | -33.3% |
| Q1 2014 | $1,170,000 | – | 10,418 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |