ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $986,612 | -3.7% | 4,026 | 0.0% | 0.15% | +4.2% |
| Q2 2023 | $1,024,536 | +8.1% | 4,026 | 0.0% | 0.14% | +1.4% |
| Q1 2023 | $947,761 | +6.7% | 4,026 | 0.0% | 0.14% | +0.7% |
| Q4 2022 | $888,458 | +6.5% | 4,026 | 0.0% | 0.14% | -2.1% |
| Q3 2022 | $834,000 | -4.7% | 4,026 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $875,000 | -17.1% | 4,026 | 0.0% | 0.14% | +3.6% |
| Q1 2022 | $1,056,000 | -5.5% | 4,026 | 0.0% | 0.14% | -2.8% |
| Q4 2021 | $1,117,000 | +8.9% | 4,026 | 0.0% | 0.14% | -4.1% |
| Q3 2021 | $1,026,000 | -0.4% | 4,026 | 0.0% | 0.15% | -1.3% |
| Q2 2021 | $1,030,000 | +7.9% | 4,026 | 0.0% | 0.15% | +0.7% |
| Q1 2021 | $955,000 | +6.1% | 4,026 | 0.0% | 0.15% | -0.7% |
| Q4 2020 | $900,000 | +14.2% | 4,026 | 0.0% | 0.15% | +4.2% |
| Q3 2020 | $788,000 | +8.7% | 4,026 | 0.0% | 0.14% | +1.4% |
| Q2 2020 | $725,000 | +1.0% | 4,026 | -16.9% | 0.14% | -17.1% |
| Q1 2020 | $718,000 | -21.4% | 4,847 | 0.0% | 0.17% | -0.6% |
| Q4 2019 | $913,000 | +27.7% | 4,847 | +17.8% | 0.17% | +20.4% |
| Q3 2019 | $715,000 | +0.8% | 4,116 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $709,000 | +3.4% | 4,116 | 0.0% | 0.14% | 0.0% |
| Q1 2019 | $686,000 | +13.6% | 4,116 | 0.0% | 0.14% | 0.0% |
| Q4 2018 | $604,000 | -14.8% | 4,116 | 0.0% | 0.14% | -2.8% |
| Q3 2018 | $709,000 | +6.3% | 4,116 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $667,000 | +3.7% | 4,116 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $643,000 | -1.2% | 4,116 | 0.0% | 0.15% | -0.7% |
| Q4 2017 | $651,000 | +6.0% | 4,116 | 0.0% | 0.15% | 0.0% |
| Q3 2017 | $614,000 | +3.5% | 4,116 | 0.0% | 0.15% | -1.3% |
| Q2 2017 | $593,000 | +3.0% | 4,116 | 0.0% | 0.15% | +0.7% |
| Q1 2017 | $576,000 | +5.3% | 4,116 | 0.0% | 0.15% | 0.0% |
| Q4 2016 | $547,000 | – | 4,116 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |