ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $744,000 | +8.5% | 3,946 | 0.0% | 0.04% | +2.8% |
| Q3 2019 | $686,000 | +0.9% | 3,946 | 0.0% | 0.04% | -5.3% |
| Q2 2019 | $680,000 | +10.7% | 3,946 | +7.1% | 0.04% | +5.6% |
| Q1 2019 | $614,000 | +20.2% | 3,686 | +6.1% | 0.04% | +2.9% |
| Q4 2018 | $511,000 | -14.7% | 3,475 | 0.0% | 0.04% | -2.8% |
| Q3 2018 | $599,000 | +6.2% | 3,475 | 0.0% | 0.04% | +5.9% |
| Q2 2018 | $564,000 | +3.9% | 3,475 | 0.0% | 0.03% | -2.9% |
| Q1 2018 | $543,000 | -1.3% | 3,475 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $550,000 | +6.0% | 3,475 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $519,000 | +3.8% | 3,475 | 0.0% | 0.04% | -2.8% |
| Q2 2017 | $500,000 | +2.9% | 3,475 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $486,000 | +5.2% | 3,475 | 0.0% | 0.04% | -2.7% |
| Q4 2016 | $462,000 | +3.8% | 3,475 | 0.0% | 0.04% | -22.9% |
| Q3 2016 | $445,000 | -0.2% | 3,475 | -3.5% | 0.05% | -4.0% |
| Q2 2016 | $446,000 | +2.5% | 3,600 | 0.0% | 0.05% | -2.0% |
| Q1 2016 | $435,000 | -37.1% | 3,600 | -37.4% | 0.05% | -38.6% |
| Q4 2015 | $692,000 | +5.6% | 5,750 | 0.0% | 0.08% | -5.7% |
| Q3 2015 | $655,000 | +22.0% | 5,750 | +32.6% | 0.09% | +25.7% |
| Q2 2015 | $537,000 | 0.0% | 4,335 | 0.0% | 0.07% | -4.1% |
| Q1 2015 | $537,000 | -53.9% | 4,335 | -54.5% | 0.07% | -57.3% |
| Q4 2014 | $1,165,000 | +133.5% | 9,525 | +122.8% | 0.17% | +113.8% |
| Q3 2014 | $499,000 | -34.8% | 4,275 | -34.2% | 0.08% | -38.0% |
| Q2 2014 | $765,000 | +2.5% | 6,495 | -2.3% | 0.13% | -7.9% |
| Q1 2014 | $746,000 | +1521.7% | 6,645 | +1482.1% | 0.14% | +1300.0% |
| Q4 2013 | $46,000 | +109.1% | 420 | +90.9% | 0.01% | +100.0% |
| Q3 2013 | $22,000 | +4.8% | 220 | 0.0% | 0.01% | -16.7% |
| Q2 2013 | $21,000 | – | 220 | – | 0.01% | – |
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% |