ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206 | -8.4% | 842 | -5.0% | 0.01% | -11.1% |
| Q2 2023 | $225 | +7.7% | 886 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $209 | -3.7% | 886 | -9.8% | 0.01% | -10.0% |
| Q4 2022 | $217 | -99.9% | 982 | -7.4% | 0.01% | -9.1% |
| Q3 2022 | $219,000 | -9.5% | 1,060 | -4.6% | 0.01% | -8.3% |
| Q2 2022 | $242,000 | -16.8% | 1,111 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $291,000 | -50.0% | 1,111 | -47.1% | 0.01% | -50.0% |
| Q4 2021 | $582,000 | +18.5% | 2,099 | +8.9% | 0.03% | +4.0% |
| Q3 2021 | $491,000 | -1.4% | 1,927 | -1.0% | 0.02% | 0.0% |
| Q2 2021 | $498,000 | +1283.3% | 1,947 | +805.6% | 0.02% | +733.3% |
| Q1 2019 | $36,000 | -18.2% | 215 | -28.1% | 0.00% | -40.0% |
| Q4 2018 | $44,000 | -27.9% | 299 | -16.0% | 0.01% | -16.7% |
| Q3 2018 | $61,000 | -66.3% | 356 | -68.1% | 0.01% | -66.7% |
| Q2 2018 | $181,000 | +50.8% | 1,117 | +46.0% | 0.02% | +50.0% |
| Q1 2018 | $120,000 | +3900.0% | 765 | +2733.3% | 0.01% | +1100.0% |
| Q2 2014 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,000 | -50.0% | 27 | -50.9% | 0.00% | -50.0% |
| Q4 2013 | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | 0.0% | 55 | -15.4% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 65 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |