ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $14,371,837 | +15.0% | 65,125 | – | 5.36% | +11.9% |
| Q3 2022 | $12,495,000 | -11.1% | 0 | -100.0% | 4.79% | +2.7% |
| Q2 2022 | $14,048,000 | -17.3% | 64,623 | -0.2% | 4.66% | -9.6% |
| Q1 2022 | $16,987,000 | -5.4% | 64,743 | 0.0% | 5.16% | -0.7% |
| Q4 2021 | $17,966,000 | +8.9% | 64,743 | 0.0% | 5.20% | +3.0% |
| Q3 2021 | $16,500,000 | -0.9% | 64,743 | -0.5% | 5.04% | +0.8% |
| Q2 2021 | $16,650,000 | +14.2% | 65,060 | -0.3% | 5.00% | +2.4% |
| Q4 2020 | $14,582,000 | +13.2% | 65,230 | -0.9% | 4.88% | +0.2% |
| Q3 2020 | $12,879,000 | +14.9% | 65,807 | +5.7% | 4.87% | +8.1% |
| Q2 2020 | $11,208,000 | +24.1% | 62,246 | +2.3% | 4.51% | +16.8% |
| Q1 2020 | $9,029,000 | -22.0% | 60,870 | -0.9% | 3.86% | +4.0% |
| Q4 2019 | $11,576,000 | +8.5% | 61,413 | 0.0% | 3.71% | +5.0% |
| Q3 2019 | $10,672,000 | +20.5% | 61,413 | +1.9% | 3.53% | +15.3% |
| Q4 2018 | $8,858,000 | +1103.5% | 60,289 | +1311.6% | 3.06% | +1274.0% |
| Q3 2018 | $736,000 | +6.2% | 4,271 | 0.0% | 0.22% | -31.4% |
| Q2 2018 | $693,000 | +3.7% | 4,271 | 0.0% | 0.32% | +54.8% |
| Q1 2018 | $668,000 | -1.2% | 4,271 | 0.0% | 0.21% | -0.5% |
| Q4 2017 | $676,000 | +6.0% | 4,271 | 0.0% | 0.21% | +2.9% |
| Q3 2017 | $638,000 | +3.7% | 4,271 | 0.0% | 0.20% | -2.4% |
| Q2 2017 | $615,000 | +2.8% | 4,271 | 0.0% | 0.21% | +1.4% |
| Q1 2017 | $598,000 | +5.3% | 4,271 | 0.0% | 0.21% | +1.0% |
| Q4 2016 | $568,000 | +3.8% | 4,271 | 0.0% | 0.20% | +5.1% |
| Q3 2016 | $547,000 | +3.2% | 4,271 | 0.0% | 0.20% | +1.6% |
| Q2 2016 | $530,000 | +2.7% | 4,271 | 0.0% | 0.19% | 0.0% |
| Q1 2016 | $516,000 | -16.0% | 4,271 | -16.3% | 0.19% | -8.1% |
| Q4 2015 | $614,000 | +26.3% | 5,101 | +19.4% | 0.21% | +20.1% |
| Q3 2015 | $486,000 | -8.3% | 4,271 | 0.0% | 0.17% | -3.3% |
| Q2 2015 | $530,000 | -1.1% | 4,271 | 0.0% | 0.18% | +1.7% |
| Q1 2015 | $536,000 | +2.1% | 4,271 | 0.0% | 0.18% | 0.0% |
| Q4 2014 | $525,000 | +1.4% | 4,271 | 0.0% | 0.18% | -6.3% |
| Q3 2014 | $518,000 | +3.0% | 4,271 | 0.0% | 0.19% | +1.1% |
| Q2 2014 | $503,000 | +4.8% | 4,271 | 0.0% | 0.19% | -0.5% |
| Q1 2014 | $480,000 | +1.5% | 4,271 | 0.0% | 0.19% | +1.6% |
| Q4 2013 | $473,000 | +9.5% | 4,271 | 0.0% | 0.18% | -2.1% |
| Q3 2013 | $432,000 | +4.9% | 4,271 | 0.0% | 0.19% | -2.6% |
| Q2 2013 | $412,000 | – | 4,271 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |