ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,600,955 | +22.1% | 14,694 | +26.8% | 0.06% | +21.7% |
| Q2 2023 | $2,949,166 | +17.4% | 11,589 | +8.6% | 0.05% | +9.5% |
| Q1 2023 | $2,512,843 | +45.2% | 10,674 | +36.1% | 0.04% | +35.5% |
| Q4 2022 | $1,730,663 | +5.8% | 7,842 | -0.8% | 0.03% | -27.9% |
| Q3 2022 | $1,636,000 | -6.1% | 7,902 | -1.4% | 0.04% | +7.5% |
| Q2 2022 | $1,743,000 | -20.3% | 8,016 | -3.8% | 0.04% | -9.1% |
| Q1 2022 | $2,187,000 | -4.0% | 8,336 | +1.6% | 0.04% | -4.3% |
| Q4 2021 | $2,277,000 | -13.1% | 8,207 | -20.1% | 0.05% | -9.8% |
| Q3 2021 | $2,619,000 | +19.2% | 10,278 | +19.7% | 0.05% | -1.9% |
| Q2 2021 | $2,197,000 | +0.4% | 8,586 | -6.9% | 0.05% | -13.3% |
| Q1 2021 | $2,188,000 | +5.0% | 9,221 | -1.1% | 0.06% | -10.4% |
| Q4 2020 | $2,084,000 | +11.6% | 9,325 | -2.3% | 0.07% | -4.3% |
| Q3 2020 | $1,867,000 | +17.8% | 9,541 | +8.4% | 0.07% | +2.9% |
| Q2 2020 | $1,585,000 | +29.6% | 8,802 | +6.7% | 0.07% | +3.0% |
| Q1 2020 | $1,223,000 | -5.9% | 8,247 | +19.6% | 0.07% | +20.0% |
| Q4 2019 | $1,299,000 | +18.5% | 6,893 | +9.2% | 0.06% | +14.6% |
| Q3 2019 | $1,096,000 | -56.1% | 6,312 | -56.4% | 0.05% | -56.8% |
| Q2 2019 | $2,497,000 | -3.0% | 14,486 | -6.2% | 0.11% | -13.3% |
| Q1 2019 | $2,575,000 | +13.2% | 15,440 | -0.3% | 0.13% | -3.8% |
| Q4 2018 | $2,274,000 | -40.1% | 15,486 | -29.7% | 0.13% | -28.5% |
| Q3 2018 | $3,799,000 | +39.1% | 22,043 | +30.6% | 0.19% | +18.5% |
| Q2 2018 | $2,731,000 | +7.3% | 16,877 | +3.7% | 0.16% | +2.6% |
| Q1 2018 | $2,545,000 | +15.0% | 16,280 | +16.5% | 0.15% | +13.3% |
| Q4 2017 | $2,214,000 | +41.7% | 13,969 | +33.2% | 0.14% | +43.6% |
| Q3 2017 | $1,563,000 | +11.3% | 10,485 | +7.6% | 0.09% | +6.8% |
| Q2 2017 | $1,404,000 | +13.2% | 9,745 | +9.9% | 0.09% | +6.0% |
| Q1 2017 | $1,240,000 | +15.6% | 8,871 | +9.9% | 0.08% | +2.5% |
| Q4 2016 | $1,073,000 | +7.8% | 8,075 | +4.1% | 0.08% | +6.6% |
| Q3 2016 | $995,000 | +1.4% | 7,754 | -2.1% | 0.08% | 0.0% |
| Q2 2016 | $981,000 | +2.2% | 7,917 | -0.5% | 0.08% | -5.0% |
| Q1 2016 | $960,000 | -8.4% | 7,954 | -8.6% | 0.08% | -10.1% |
| Q4 2015 | $1,048,000 | +35.4% | 8,705 | +28.2% | 0.09% | +20.3% |
| Q3 2015 | $774,000 | -13.2% | 6,788 | -5.5% | 0.07% | -2.6% |
| Q2 2015 | $892,000 | +82.8% | 7,182 | +82.6% | 0.08% | +68.9% |
| Q1 2015 | $488,000 | -0.4% | 3,933 | -1.7% | 0.04% | -6.2% |
| Q4 2014 | $490,000 | -6.5% | 3,999 | -10.8% | 0.05% | +20.0% |
| Q3 2014 | $524,000 | -5.8% | 4,482 | -5.2% | 0.04% | -35.5% |
| Q2 2014 | $556,000 | +3.7% | 4,729 | -0.9% | 0.06% | -16.2% |
| Q1 2014 | $536,000 | – | 4,770 | – | 0.07% | – |
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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% |