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 | $5,886 | -13.3% | 24,017 | -9.9% | 0.03% | -12.9% |
| Q2 2023 | $6,787 | +0.8% | 26,670 | -6.7% | 0.03% | -6.1% |
| Q1 2023 | $6,730 | +17.3% | 28,588 | +10.0% | 0.03% | +10.0% |
| Q4 2022 | $5,737 | -99.9% | 25,997 | -10.2% | 0.03% | -11.8% |
| Q3 2022 | $5,994,000 | +6.6% | 28,951 | +11.9% | 0.03% | +13.3% |
| Q2 2022 | $5,625,000 | -19.0% | 25,876 | -2.2% | 0.03% | -6.2% |
| Q1 2022 | $6,945,000 | -23.2% | 26,469 | -18.8% | 0.03% | -20.0% |
| Q4 2021 | $9,043,000 | -27.8% | 32,586 | -33.7% | 0.04% | -35.5% |
| Q3 2021 | $12,519,000 | +21.0% | 49,121 | +21.5% | 0.06% | +26.5% |
| Q2 2021 | $10,350,000 | +25.3% | 40,445 | +16.1% | 0.05% | +8.9% |
| Q1 2021 | $8,261,000 | -8.2% | 34,822 | -13.5% | 0.04% | -15.1% |
| Q4 2020 | $9,000,000 | +27.4% | 40,259 | +11.6% | 0.05% | +10.4% |
| Q3 2020 | $7,062,000 | +8.7% | 36,086 | -0.0% | 0.05% | -2.0% |
| Q2 2020 | $6,498,000 | +63.0% | 36,087 | +34.2% | 0.05% | +28.9% |
| Q1 2020 | $3,987,000 | -8.7% | 26,882 | +16.0% | 0.04% | +11.8% |
| Q4 2019 | $4,367,000 | +9.5% | 23,170 | +1.0% | 0.03% | -2.9% |
| Q3 2019 | $3,987,000 | -0.3% | 22,945 | -1.1% | 0.04% | -5.4% |
| Q2 2019 | $3,999,000 | -0.2% | 23,202 | -3.5% | 0.04% | -2.6% |
| Q1 2019 | $4,006,000 | -6.4% | 24,034 | -17.5% | 0.04% | -19.1% |
| Q4 2018 | $4,279,000 | -40.0% | 29,124 | -29.7% | 0.05% | -30.9% |
| Q3 2018 | $7,135,000 | +24.7% | 41,408 | +17.4% | 0.07% | +13.3% |
| Q2 2018 | $5,723,000 | -14.3% | 35,267 | -17.5% | 0.06% | -20.0% |
| Q1 2018 | $6,681,000 | -21.2% | 42,731 | -20.3% | 0.08% | -25.0% |
| Q4 2017 | $8,477,000 | +19.4% | 53,594 | +12.7% | 0.10% | +5.3% |
| Q3 2017 | $7,097,000 | -21.9% | 47,539 | -24.6% | 0.10% | -29.1% |
| Q2 2017 | $9,086,000 | +55.2% | 63,087 | +50.8% | 0.13% | +34.0% |
| Q1 2017 | $5,854,000 | +69.9% | 41,847 | +61.5% | 0.10% | +53.8% |
| Q4 2016 | $3,446,000 | +4.1% | 25,916 | +0.4% | 0.06% | +6.6% |
| Q3 2016 | $3,309,000 | -8.3% | 25,816 | -11.3% | 0.06% | -19.7% |
| Q2 2016 | $3,610,000 | -13.1% | 29,106 | -15.3% | 0.08% | -19.1% |
| Q1 2016 | $4,154,000 | -5.0% | 34,371 | -5.5% | 0.09% | -9.6% |
| Q4 2015 | $4,374,000 | +4.6% | 36,358 | -1.0% | 0.10% | -13.3% |
| Q3 2015 | $4,181,000 | -13.9% | 36,710 | -6.3% | 0.12% | -10.4% |
| Q2 2015 | $4,856,000 | -8.6% | 39,166 | -8.7% | 0.13% | -11.3% |
| Q1 2015 | $5,312,000 | +9.9% | 42,889 | +8.5% | 0.15% | +0.7% |
| Q4 2014 | $4,832,000 | +46.2% | 39,513 | +39.7% | 0.15% | +54.6% |
| Q3 2014 | $3,304,000 | -85.8% | 28,286 | -85.7% | 0.10% | -88.1% |
| Q2 2014 | $23,337,000 | +17.9% | 198,205 | +12.5% | 0.81% | +8.8% |
| Q1 2014 | $19,786,000 | +18.3% | 176,175 | +16.5% | 0.75% | +9.2% |
| Q4 2013 | $16,731,000 | +29.4% | 151,202 | +18.3% | 0.68% | +21.0% |
| Q3 2013 | $12,932,000 | +30.0% | 127,861 | +23.9% | 0.57% | +12.1% |
| Q2 2013 | $9,947,000 | – | 103,187 | – | 0.50% | – |
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% |