ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 246 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $368,000 | +7.0% | 1,878 | -1.6% | 0.04% | +2.6% |
| Q2 2020 | $344,000 | +19.4% | 1,909 | -1.6% | 0.04% | -5.0% |
| Q1 2020 | $288,000 | -24.0% | 1,940 | -3.4% | 0.04% | -13.0% |
| Q4 2019 | $379,000 | +9.2% | 2,009 | +0.8% | 0.05% | 0.0% |
| Q3 2019 | $347,000 | +0.9% | 1,994 | 0.0% | 0.05% | +43.8% |
| Q2 2019 | $344,000 | -2.0% | 1,994 | -5.4% | 0.03% | -5.9% |
| Q1 2019 | $351,000 | +24.0% | 2,108 | +9.5% | 0.03% | -33.3% |
| Q4 2018 | $283,000 | -14.5% | 1,925 | +0.3% | 0.05% | -76.2% |
| Q3 2018 | $331,000 | +6.4% | 1,920 | +0.1% | 0.21% | +0.9% |
| Q2 2018 | $311,000 | +3.7% | 1,918 | 0.0% | 0.21% | +3.9% |
| Q1 2018 | $300,000 | -1.0% | 1,918 | +0.1% | 0.20% | +1.5% |
| Q4 2017 | $303,000 | +5.9% | 1,917 | +0.2% | 0.20% | +2.0% |
| Q3 2017 | $286,000 | +3.6% | 1,914 | +0.1% | 0.20% | +27.9% |
| Q2 2017 | $276,000 | +3.0% | 1,913 | 0.0% | 0.15% | +4.8% |
| Q1 2017 | $268,000 | +5.5% | 1,913 | +0.1% | 0.15% | -31.0% |
| Q4 2016 | $254,000 | -20.4% | 1,912 | -23.2% | 0.21% | -20.8% |
| Q3 2016 | $319,000 | -16.3% | 2,489 | -18.9% | 0.27% | -30.7% |
| Q2 2016 | $381,000 | +22.5% | 3,068 | +19.1% | 0.39% | +18.7% |
| Q1 2016 | $311,000 | -24.7% | 2,575 | -25.0% | 0.33% | -27.8% |
| Q4 2015 | $413,000 | +5.6% | 3,435 | +0.1% | 0.45% | +31.7% |
| Q3 2015 | $391,000 | -11.3% | 3,432 | -3.5% | 0.34% | -4.7% |
| Q2 2015 | $441,000 | -23.3% | 3,558 | -23.3% | 0.36% | -18.9% |
| Q1 2015 | $575,000 | +1.4% | 4,639 | +0.1% | 0.44% | +7.2% |
| Q4 2014 | $567,000 | +4.8% | 4,635 | +0.1% | 0.42% | -6.3% |
| Q3 2014 | $541,000 | -0.7% | 4,632 | +0.1% | 0.44% | -13.3% |
| Q2 2014 | $545,000 | -15.4% | 4,629 | -19.2% | 0.51% | -32.8% |
| Q1 2014 | $644,000 | -25.7% | 5,732 | -26.9% | 0.76% | -37.6% |
| Q4 2013 | $867,000 | +62.4% | 7,837 | +48.6% | 1.22% | +32.2% |
| Q3 2013 | $534,000 | +5.5% | 5,275 | +0.6% | 0.92% | -26.1% |
| Q2 2013 | $506,000 | – | 5,245 | – | 1.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |