ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $861,000 | +2.4% | 4,994 | -1.0% | 0.27% | +3.9% |
| Q1 2019 | $841,000 | +13.5% | 5,046 | 0.0% | 0.26% | -5.1% |
| Q4 2018 | $741,000 | -14.2% | 5,046 | +0.6% | 0.27% | +14.2% |
| Q3 2018 | $864,000 | +7.1% | 5,014 | +0.9% | 0.24% | +2.1% |
| Q2 2018 | $807,000 | +3.9% | 4,971 | 0.0% | 0.23% | +0.9% |
| Q1 2018 | $777,000 | -0.9% | 4,971 | +0.2% | 0.23% | +1.3% |
| Q4 2017 | $784,000 | +5.9% | 4,959 | +0.0% | 0.23% | +3.2% |
| Q3 2017 | $740,000 | -0.1% | 4,958 | -3.6% | 0.22% | -5.9% |
| Q2 2017 | $741,000 | -14.1% | 5,142 | -16.7% | 0.24% | -16.3% |
| Q1 2017 | $863,000 | +5.1% | 6,172 | 0.0% | 0.28% | -0.7% |
| Q4 2016 | $821,000 | +4.2% | 6,172 | +0.4% | 0.28% | -2.7% |
| Q3 2016 | $788,000 | -5.1% | 6,146 | -8.1% | 0.29% | -9.3% |
| Q2 2016 | $830,000 | +2.6% | 6,690 | 0.0% | 0.32% | +0.9% |
| Q1 2016 | $809,000 | +0.5% | 6,690 | +0.0% | 0.32% | +3.9% |
| Q4 2015 | $805,000 | +5.2% | 6,689 | -0.5% | 0.31% | -1.0% |
| Q3 2015 | $765,000 | -11.0% | 6,721 | -3.1% | 0.31% | +2.3% |
| Q2 2015 | $860,000 | +0.1% | 6,936 | 0.0% | 0.30% | +5.6% |
| Q1 2015 | $859,000 | -4.7% | 6,936 | -5.9% | 0.29% | -8.6% |
| Q4 2014 | $901,000 | +8.6% | 7,370 | +3.7% | 0.31% | +5.7% |
| Q3 2014 | $830,000 | 0.0% | 7,104 | +0.7% | 0.30% | -2.3% |
| Q2 2014 | $830,000 | +7.0% | 7,054 | +2.1% | 0.30% | +3.8% |
| Q1 2014 | $776,000 | +1.6% | 6,909 | +0.0% | 0.29% | -2.3% |
| Q4 2013 | $764,000 | +15.9% | 6,908 | +6.0% | 0.30% | +7.5% |
| Q3 2013 | $659,000 | -2.1% | 6,518 | -6.6% | 0.28% | -9.1% |
| Q2 2013 | $673,000 | – | 6,978 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNC Management Company, Inc. | 572,030 | $176,569 | 99.97% |
| TLWM | 290,276 | $89,599,121 | 19.28% |
| Wind River Trust Co | 124,692 | $38,488,680 | 15.60% |
| Family Firm, Inc. | 856,336 | $63,322,289 | 14.12% |
| AlphaCore Capital LLC | 184,127 | $56,834,376 | 13.73% |
| Christopher J. Hasenberg, Inc | 81,860 | $25,267,726 | 11.45% |
| SENTINEL TRUST CO LBA | 294,682 | $90,959 | 11.18% |
| PITCAIRN CO | 518,380 | $160,008,223 | 9.77% |
| Compass Financial Group, Inc. | 58,632 | $18,405,757 | 9.16% |
| Brooklyn FI, LLC | 73,545 | $22,701,135 | 8.87% |