ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 295 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,767,000 | +12.0% | 9,970 | +2.9% | 0.12% | +66.7% |
| Q3 2021 | $2,470,000 | -8.1% | 9,692 | -7.8% | 0.07% | -11.1% |
| Q2 2021 | $2,689,000 | +3.1% | 10,508 | -4.5% | 0.08% | -43.8% |
| Q1 2021 | $2,609,000 | +224.1% | 10,999 | +205.4% | 0.14% | +657.9% |
| Q4 2020 | $805,000 | -72.4% | 3,602 | -77.7% | 0.02% | -70.8% |
| Q2 2020 | $2,912,000 | +91.2% | 16,171 | +57.5% | 0.06% | +91.2% |
| Q1 2020 | $1,523,000 | -60.7% | 10,269 | -50.0% | 0.03% | +30.8% |
| Q4 2019 | $3,872,000 | -16.6% | 20,544 | -23.1% | 0.03% | -38.1% |
| Q3 2019 | $4,642,000 | +859.1% | 26,716 | +851.8% | 0.04% | +740.0% |
| Q2 2019 | $484,000 | -52.2% | 2,807 | -53.8% | 0.01% | -44.4% |
| Q1 2019 | $1,012,000 | -69.4% | 6,073 | -68.4% | 0.01% | -57.1% |
| Q3 2018 | $3,307,000 | +506.8% | 19,194 | +471.9% | 0.02% | +600.0% |
| Q2 2018 | $545,000 | -92.5% | 3,356 | -92.8% | 0.00% | -92.7% |
| Q1 2018 | $7,242,000 | +864.3% | 46,323 | +875.4% | 0.04% | +105.0% |
| Q4 2017 | $751,000 | +261.1% | 4,749 | +240.7% | 0.02% | +5.3% |
| Q3 2017 | $208,000 | -4.6% | 1,394 | -20.8% | 0.02% | -94.8% |
| Q2 2015 | $218,000 | -69.1% | 1,759 | -69.1% | 0.36% | -49.9% |
| Q1 2015 | $706,000 | – | 5,698 | – | 0.73% | – |
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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% |