ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,611,957 | -9.4% | 35,142 | -5.9% | 0.05% | -18.2% |
| Q2 2023 | $9,500,383 | +6.3% | 37,333 | -1.7% | 0.07% | 0.0% |
| Q1 2023 | $8,939,671 | +5.1% | 37,975 | -1.4% | 0.07% | -4.3% |
| Q4 2022 | $8,502,261 | +5.6% | 38,528 | -1.0% | 0.07% | -31.0% |
| Q3 2022 | $8,053,000 | -1.6% | 38,898 | +3.3% | 0.10% | -4.8% |
| Q2 2022 | $8,188,000 | -16.7% | 37,663 | +0.5% | 0.10% | -11.8% |
| Q1 2022 | $9,833,000 | -5.0% | 37,478 | +0.5% | 0.12% | -6.3% |
| Q4 2021 | $10,353,000 | +25.4% | 37,308 | +15.1% | 0.13% | +13.4% |
| Q3 2021 | $8,258,000 | -3.5% | 32,405 | -3.1% | 0.11% | -7.4% |
| Q2 2021 | $8,554,000 | +9.4% | 33,425 | +1.4% | 0.12% | -27.1% |
| Q1 2021 | $7,822,000 | -2.6% | 32,972 | -8.2% | 0.17% | -10.8% |
| Q4 2020 | $8,031,000 | +14.2% | 35,924 | -0.1% | 0.19% | +1.6% |
| Q3 2020 | $7,035,000 | +5.0% | 35,944 | -3.4% | 0.18% | +2.8% |
| Q2 2020 | $6,697,000 | +17.3% | 37,194 | -3.4% | 0.18% | -5.8% |
| Q1 2020 | $5,711,000 | -24.1% | 38,500 | -3.5% | 0.19% | -6.0% |
| Q4 2019 | $7,522,000 | +9.6% | 39,899 | +1.1% | 0.20% | -2.9% |
| Q3 2019 | $6,866,000 | -0.1% | 39,473 | -1.1% | 0.21% | -1.9% |
| Q2 2019 | $6,873,000 | -0.2% | 39,897 | -3.2% | 0.21% | -5.8% |
| Q1 2019 | $6,884,000 | +10.1% | 41,228 | -3.2% | 0.22% | -7.4% |
| Q4 2018 | $6,253,000 | -8.8% | 42,571 | +6.9% | 0.24% | +1.3% |
| Q3 2018 | $6,859,000 | +3.3% | 39,812 | -2.7% | 0.24% | -28.0% |
| Q2 2018 | $6,639,000 | +0.0% | 40,909 | -3.6% | 0.33% | +13.7% |
| Q1 2018 | $6,637,000 | -2.4% | 42,437 | -1.3% | 0.29% | +2.5% |
| Q4 2017 | $6,803,000 | +5.0% | 43,015 | -0.9% | 0.28% | -3.4% |
| Q3 2017 | $6,482,000 | -1.5% | 43,427 | -5.0% | 0.30% | -4.8% |
| Q2 2017 | $6,583,000 | +3.4% | 45,707 | +0.5% | 0.31% | +2.3% |
| Q1 2017 | $6,365,000 | +6.4% | 45,491 | +1.1% | 0.30% | -2.3% |
| Q4 2016 | $5,981,000 | -30.4% | 44,982 | -32.9% | 0.31% | -5.5% |
| Q3 2016 | $8,593,000 | +53.8% | 67,032 | +48.7% | 0.33% | +0.9% |
| Q2 2016 | $5,587,000 | +0.2% | 45,067 | -2.2% | 0.32% | -6.3% |
| Q1 2016 | $5,575,000 | +0.6% | 46,086 | +0.0% | 0.35% | -2.0% |
| Q4 2015 | $5,543,000 | +2.4% | 46,083 | -3.1% | 0.35% | -4.3% |
| Q3 2015 | $5,414,000 | -13.5% | 47,567 | -5.9% | 0.37% | -7.7% |
| Q2 2015 | $6,261,000 | 0.0% | 50,550 | 0.0% | 0.40% | -0.2% |
| Q1 2015 | $6,261,000 | +0.6% | 50,550 | -0.7% | 0.40% | -8.6% |
| Q4 2014 | $6,223,000 | -0.0% | 50,895 | -4.5% | 0.44% | +3.8% |
| Q3 2014 | $6,224,000 | -11.5% | 53,290 | -10.7% | 0.42% | -8.2% |
| Q2 2014 | $7,031,000 | -1.8% | 59,683 | -6.4% | 0.46% | -10.1% |
| Q1 2014 | $7,163,000 | -18.5% | 63,754 | -19.8% | 0.51% | -23.5% |
| Q4 2013 | $8,793,000 | -50.9% | 79,502 | -55.1% | 0.67% | -56.6% |
| Q3 2013 | $17,919,000 | +241.7% | 177,179 | +225.7% | 1.55% | +197.5% |
| Q2 2013 | $5,244,000 | +30.9% | 54,392 | +26.9% | 0.52% | +28.6% |
| Q1 2013 | $4,005,000 | – | 42,858 | – | 0.40% | – |
Download | ||||||
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% |