ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,092 | -3.7% | 943 | 0.0% | 0.03% | -20.5% |
| Q2 2023 | $239,975 | +8.1% | 943 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $221,992 | +6.7% | 943 | 0.0% | 0.04% | +5.4% |
| Q4 2022 | $208,101 | +1.5% | 943 | 0.0% | 0.04% | +5.7% |
| Q2 2022 | $205,000 | -17.0% | 943 | 0.0% | 0.04% | -2.8% |
| Q1 2022 | $247,000 | -5.7% | 943 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $262,000 | +9.2% | 943 | 0.0% | 0.04% | -2.8% |
| Q3 2021 | $240,000 | -0.4% | 943 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $241,000 | +7.6% | 943 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $224,000 | – | 943 | – | 0.04% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $286,000 | +5.9% | 1,662 | 0.0% | 0.06% | -1.6% |
| Q2 2018 | $270,000 | +3.8% | 1,662 | 0.0% | 0.06% | +1.6% |
| Q1 2018 | $260,000 | -13.6% | 1,662 | -12.5% | 0.06% | -25.3% |
| Q4 2017 | $301,000 | -13.5% | 1,900 | -18.5% | 0.08% | -20.2% |
| Q3 2017 | $348,000 | +3.6% | 2,332 | 0.0% | 0.10% | -3.7% |
| Q2 2017 | $336,000 | +3.1% | 2,332 | 0.0% | 0.11% | -0.9% |
| Q1 2017 | $326,000 | +5.2% | 2,332 | 0.0% | 0.11% | +1.9% |
| Q4 2016 | $310,000 | +3.7% | 2,332 | 0.0% | 0.11% | +1.9% |
| Q3 2016 | $299,000 | +3.5% | 2,332 | 0.0% | 0.10% | +1.9% |
| Q2 2016 | $289,000 | +2.5% | 2,332 | 0.0% | 0.10% | -2.8% |
| Q1 2016 | $282,000 | +0.4% | 2,332 | 0.0% | 0.11% | +20.5% |
| Q4 2015 | $281,000 | – | 2,332 | – | 0.09% | – |
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% |