ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,970,869 | -2.2% | 32,526 | +1.6% | 0.01% | 0.0% |
| Q2 2023 | $8,146,724 | +11.0% | 32,013 | +2.7% | 0.01% | 0.0% |
| Q1 2023 | $7,341,076 | +6.9% | 31,184 | +0.2% | 0.01% | +10.0% |
| Q4 2022 | $6,866,925 | +3.5% | 31,117 | -2.9% | 0.01% | -9.1% |
| Q3 2022 | $6,636,000 | -10.6% | 32,053 | -6.1% | 0.01% | -8.3% |
| Q2 2022 | $7,424,000 | -18.3% | 34,151 | -1.3% | 0.01% | -14.3% |
| Q1 2022 | $9,083,000 | -6.2% | 34,618 | -0.8% | 0.01% | -12.5% |
| Q4 2021 | $9,681,000 | +6.7% | 34,887 | -2.0% | 0.02% | 0.0% |
| Q3 2021 | $9,072,000 | -25.7% | 35,596 | -25.3% | 0.02% | -27.3% |
| Q2 2021 | $12,202,000 | +124.2% | 47,680 | +107.9% | 0.02% | +100.0% |
| Q1 2021 | $5,442,000 | +6.5% | 22,938 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $5,110,000 | +27.1% | 22,860 | +11.3% | 0.01% | +10.0% |
| Q3 2020 | $4,021,000 | +45.8% | 20,547 | +34.2% | 0.01% | +25.0% |
| Q2 2020 | $2,757,000 | +124.0% | 15,314 | +84.5% | 0.01% | +100.0% |
| Q1 2020 | $1,231,000 | -25.1% | 8,300 | -4.8% | 0.00% | -20.0% |
| Q4 2019 | $1,643,000 | +8.1% | 8,718 | -0.4% | 0.01% | 0.0% |
| Q3 2019 | $1,520,000 | +0.6% | 8,750 | -0.2% | 0.01% | 0.0% |
| Q2 2019 | $1,511,000 | +7.2% | 8,767 | +3.7% | 0.01% | 0.0% |
| Q1 2019 | $1,410,000 | +12.9% | 8,457 | -0.5% | 0.01% | 0.0% |
| Q4 2018 | $1,249,000 | -15.2% | 8,500 | -0.6% | 0.01% | 0.0% |
| Q3 2018 | $1,473,000 | +35.0% | 8,550 | +27.2% | 0.01% | +25.0% |
| Q2 2018 | $1,091,000 | +103.9% | 6,721 | +96.3% | 0.00% | +100.0% |
| Q1 2018 | $535,000 | -9.0% | 3,423 | -8.0% | 0.00% | -33.3% |
| Q4 2017 | $588,000 | +7.5% | 3,720 | +1.5% | 0.00% | 0.0% |
| Q3 2017 | $547,000 | +35.4% | 3,665 | +30.5% | 0.00% | +50.0% |
| Q2 2017 | $404,000 | +17.1% | 2,808 | +13.8% | 0.00% | 0.0% |
| Q1 2017 | $345,000 | +3.6% | 2,467 | -1.4% | 0.00% | 0.0% |
| Q4 2016 | $333,000 | 0.0% | 2,503 | -3.7% | 0.00% | 0.0% |
| Q3 2016 | $333,000 | +31.1% | 2,598 | +26.7% | 0.00% | 0.0% |
| Q2 2016 | $254,000 | -13.6% | 2,050 | -15.8% | 0.00% | 0.0% |
| Q1 2016 | $294,000 | +60.7% | 2,436 | +59.8% | 0.00% | 0.0% |
| Q4 2015 | $183,000 | +0.5% | 1,524 | -4.7% | 0.00% | 0.0% |
| Q3 2015 | $182,000 | +2.8% | 1,599 | +11.7% | 0.00% | 0.0% |
| Q1 2015 | $177,000 | +59.5% | 1,431 | +57.3% | 0.00% | +100.0% |
| Q4 2014 | $111,000 | +9.9% | 910 | +5.7% | 0.00% | 0.0% |
| Q3 2014 | $101,000 | -61.2% | 861 | -61.0% | 0.00% | -66.7% |
| Q2 2014 | $260,000 | +32.7% | 2,210 | +26.6% | 0.00% | 0.0% |
| Q1 2014 | $196,000 | +122.7% | 1,746 | +119.1% | 0.00% | +50.0% |
| Q4 2013 | $88,000 | +8.6% | 797 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $81,000 | +3.8% | 797 | -1.1% | 0.00% | 0.0% |
| Q2 2013 | $78,000 | – | 806 | – | 0.00% | – |
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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% |