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 2020 | $792,000 | +5.6% | 4,049 | -2.9% | 0.03% | -3.6% |
| Q2 2020 | $750,000 | +25.8% | 4,168 | +3.7% | 0.03% | +7.7% |
| Q1 2020 | $596,000 | -85.8% | 4,018 | -81.9% | 0.03% | -81.7% |
| Q4 2019 | $4,200,000 | +12.8% | 22,246 | +3.7% | 0.14% | +7.6% |
| Q3 2019 | $3,722,000 | +0.1% | 21,455 | -0.6% | 0.13% | +3.1% |
| Q2 2019 | $3,719,000 | -2.4% | 21,577 | -5.1% | 0.13% | -2.3% |
| Q1 2019 | $3,809,000 | +15.6% | 22,731 | +1.3% | 0.13% | +0.8% |
| Q4 2018 | $3,296,000 | -21.4% | 22,437 | -7.8% | 0.13% | -9.7% |
| Q3 2018 | $4,193,000 | +275.4% | 24,343 | +253.0% | 0.14% | +242.9% |
| Q2 2018 | $1,117,000 | -0.5% | 6,896 | -3.7% | 0.04% | -2.3% |
| Q1 2018 | $1,123,000 | -20.9% | 7,162 | -19.8% | 0.04% | -23.2% |
| Q4 2017 | $1,419,000 | +6.2% | 8,930 | -0.6% | 0.06% | -3.4% |
| Q3 2017 | $1,336,000 | -5.4% | 8,980 | -8.7% | 0.06% | -7.9% |
| Q2 2017 | $1,413,000 | +4.1% | 9,836 | +1.9% | 0.06% | -10.0% |
| Q1 2017 | $1,357,000 | +5.5% | 9,651 | -0.2% | 0.07% | +7.7% |
| Q4 2016 | $1,286,000 | +5.2% | 9,672 | +1.5% | 0.06% | 0.0% |
| Q3 2016 | $1,222,000 | +3.2% | 9,532 | -0.7% | 0.06% | -1.5% |
| Q2 2016 | $1,184,000 | +1.7% | 9,597 | -0.3% | 0.07% | +1.5% |
| Q1 2016 | $1,164,000 | -13.0% | 9,628 | -13.4% | 0.06% | -5.8% |
| Q4 2015 | $1,338,000 | +19.3% | 11,114 | +12.8% | 0.07% | +11.3% |
| Q3 2015 | $1,122,000 | -38.5% | 9,857 | -33.1% | 0.06% | -24.4% |
| Q2 2015 | $1,823,000 | -16.9% | 14,734 | -16.9% | 0.08% | -43.4% |
| Q1 2015 | $2,193,000 | +138.4% | 17,732 | +136.6% | 0.14% | +116.4% |
| Q4 2014 | $920,000 | -52.4% | 7,493 | -54.7% | 0.07% | -56.2% |
| Q3 2014 | $1,931,000 | +0.2% | 16,554 | +0.8% | 0.15% | +8.5% |
| Q2 2014 | $1,928,000 | +99.6% | 16,422 | +90.3% | 0.14% | +93.2% |
| Q1 2014 | $966,000 | -55.8% | 8,628 | -56.4% | 0.07% | -58.3% |
| Q4 2013 | $2,187,000 | +550.9% | 19,788 | +500.4% | 0.18% | +775.0% |
| Q3 2013 | $336,000 | -84.0% | 3,296 | -84.9% | 0.02% | -88.0% |
| Q2 2013 | $2,097,000 | – | 21,768 | – | 0.17% | – |
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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% |