ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $17,434 | +9.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -5.9% | 79 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $17,000 | -19.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | -4.5% | 79 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $22,000 | +10.0% | 79 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $20,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 79 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $19,000 | +5.6% | 79 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $18,000 | +20.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 79 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $14,000 | +16.7% | 79 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 79 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | +7.7% | 79 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $13,000 | – | 79 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |