ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,877,000 | +5.4% | 7,910 | -0.7% | 0.09% | -3.3% |
| Q4 2020 | $1,780,000 | +13.3% | 7,963 | -0.8% | 0.09% | +2.2% |
| Q3 2020 | $1,571,000 | +8.4% | 8,027 | -0.2% | 0.09% | +3.4% |
| Q2 2020 | $1,449,000 | +20.2% | 8,042 | -1.0% | 0.09% | +1.2% |
| Q1 2020 | $1,205,000 | -26.4% | 8,123 | -6.5% | 0.09% | -7.5% |
| Q4 2019 | $1,638,000 | +9.6% | 8,686 | +0.2% | 0.09% | +3.3% |
| Q2 2019 | $1,494,000 | +0.6% | 8,666 | -2.7% | 0.09% | -3.2% |
| Q1 2019 | $1,485,000 | +15.5% | 8,905 | +1.8% | 0.09% | +1.1% |
| Q4 2018 | $1,286,000 | -17.1% | 8,747 | -2.9% | 0.09% | 0.0% |
| Q3 2018 | $1,551,000 | -14.2% | 9,005 | -19.1% | 0.09% | -19.3% |
| Q2 2018 | $1,807,000 | +4.9% | 11,134 | +1.1% | 0.11% | +2.7% |
| Q1 2018 | $1,722,000 | +3.1% | 11,018 | +4.4% | 0.11% | +4.7% |
| Q4 2017 | $1,670,000 | +6.0% | 10,557 | +0.1% | 0.11% | +2.9% |
| Q3 2017 | $1,575,000 | -1.2% | 10,550 | -4.7% | 0.10% | -1.9% |
| Q2 2017 | $1,594,000 | +2.3% | 11,070 | -0.6% | 0.10% | +1.0% |
| Q1 2017 | $1,558,000 | -14.9% | 11,137 | -19.1% | 0.10% | -19.4% |
| Q4 2016 | $1,830,000 | +6.5% | 13,759 | +2.7% | 0.13% | +4.0% |
| Q3 2016 | $1,718,000 | +1.4% | 13,401 | -1.9% | 0.12% | -2.4% |
| Q2 2016 | $1,694,000 | -50.5% | 13,660 | -51.7% | 0.13% | -50.8% |
| Q1 2016 | $3,420,000 | -30.3% | 28,301 | -30.6% | 0.26% | -29.3% |
| Q4 2015 | $4,905,000 | +10.4% | 40,772 | +4.6% | 0.36% | +5.2% |
| Q3 2015 | $4,441,000 | -25.9% | 38,989 | -19.3% | 0.35% | +4.2% |
| Q2 2015 | $5,992,000 | -20.8% | 48,333 | -20.9% | 0.33% | -1.5% |
| Q1 2015 | $7,568,000 | +0.5% | 61,112 | -0.7% | 0.34% | -0.9% |
| Q4 2014 | $7,527,000 | -29.6% | 61,549 | -32.8% | 0.34% | -28.4% |
| Q3 2014 | $10,696,000 | -12.2% | 91,580 | -11.5% | 0.48% | -10.0% |
| Q2 2014 | $12,181,000 | +8.6% | 103,462 | +3.6% | 0.53% | +3.3% |
| Q1 2014 | $11,219,000 | +44.4% | 99,889 | +42.2% | 0.51% | +51.0% |
| Q4 2013 | $7,772,000 | +8.6% | 70,247 | -0.7% | 0.34% | -0.9% |
| Q3 2013 | $7,157,000 | +7.3% | 70,758 | +2.2% | 0.34% | +1.2% |
| Q2 2013 | $6,673,000 | – | 69,224 | – | 0.34% | – |
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% |