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 | 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% |