ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 240 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,751,235 | -6.1% | 15,307 | -97.6% | 0.06% | 0.0% |
| Q2 2023 | $3,993,406 | +1.9% | 645,270 | +1648.3% | 0.06% | -13.4% |
| Q1 2023 | $3,919,681 | -2.4% | 36,908 | +102.8% | 0.07% | -6.9% |
| Q4 2022 | $4,015,527 | +4.2% | 18,196 | -2.2% | 0.07% | -17.2% |
| Q3 2022 | $3,852,000 | -3.5% | 18,603 | +1.3% | 0.09% | -3.3% |
| Q2 2022 | $3,990,000 | -18.0% | 18,356 | -1.0% | 0.09% | -15.9% |
| Q1 2022 | $4,864,000 | +3.6% | 18,540 | +9.6% | 0.11% | -3.6% |
| Q4 2021 | $4,693,000 | +47.2% | 16,911 | +35.2% | 0.11% | +27.6% |
| Q3 2021 | $3,188,000 | +1.6% | 12,510 | +2.1% | 0.09% | 0.0% |
| Q2 2021 | $3,137,000 | +32.4% | 12,257 | +22.7% | 0.09% | +16.0% |
| Q1 2021 | $2,370,000 | -2.4% | 9,991 | -8.0% | 0.08% | -11.8% |
| Q4 2020 | $2,428,000 | +12.0% | 10,863 | -1.9% | 0.08% | -8.6% |
| Q3 2020 | $2,167,000 | +12.2% | 11,073 | +3.3% | 0.09% | +13.4% |
| Q2 2020 | $1,931,000 | -34.2% | 10,723 | -45.8% | 0.08% | -43.1% |
| Q1 2020 | $2,936,000 | -18.4% | 19,791 | +3.6% | 0.14% | -2.7% |
| Q4 2019 | $3,600,000 | +9.1% | 19,099 | +0.6% | 0.15% | -9.8% |
| Q3 2019 | $3,301,000 | +21.1% | 18,994 | +20.1% | 0.16% | -3.5% |
| Q2 2019 | $2,726,000 | +2.2% | 15,813 | -1.2% | 0.17% | -33.6% |
| Q1 2019 | $2,667,000 | +0.6% | 15,997 | -11.3% | 0.26% | +25.5% |
| Q4 2018 | $2,651,000 | +77.4% | 18,044 | +108.1% | 0.20% | +74.4% |
| Q3 2018 | $1,494,000 | +6.2% | 8,671 | 0.0% | 0.12% | -12.0% |
| Q2 2018 | $1,407,000 | +3.8% | 8,671 | 0.0% | 0.13% | +1.5% |
| Q1 2018 | $1,356,000 | -5.7% | 8,671 | -4.6% | 0.13% | -13.8% |
| Q4 2017 | $1,438,000 | +11.1% | 9,091 | +4.8% | 0.15% | +2.0% |
| Q3 2017 | $1,294,000 | +4.9% | 8,671 | +1.2% | 0.15% | -1.3% |
| Q2 2017 | $1,234,000 | +3.5% | 8,566 | +0.5% | 0.15% | -7.9% |
| Q1 2017 | $1,192,000 | +5.9% | 8,522 | +0.4% | 0.16% | -0.6% |
| Q4 2016 | $1,126,000 | +3.4% | 8,492 | 0.0% | 0.16% | -2.9% |
| Q3 2016 | $1,089,000 | +3.3% | 8,492 | -0.1% | 0.17% | +1.2% |
| Q2 2016 | $1,054,000 | +2.5% | 8,502 | 0.0% | 0.17% | +6.3% |
| Q1 2016 | $1,028,000 | -1.2% | 8,502 | -1.7% | 0.16% | -9.7% |
| Q4 2015 | $1,041,000 | +35.9% | 8,653 | +28.7% | 0.18% | +19.9% |
| Q3 2015 | $766,000 | -99.9% | 6,722 | 0.0% | 0.15% | -6.4% |
| Q2 2015 | $833,394,000 | +0.1% | 6,722 | 0.0% | 0.16% | -0.6% |
| Q1 2015 | $832,520,000 | +101179.8% | 6,722 | 0.0% | 0.16% | +16.3% |
| Q4 2014 | $822,000 | +4.7% | 6,722 | 0.0% | 0.14% | +6.3% |
| Q3 2014 | $785,000 | -0.8% | 6,722 | 0.0% | 0.13% | -31.0% |
| Q2 2014 | $791,000 | +4.8% | 6,722 | 0.0% | 0.18% | -10.7% |
| Q1 2014 | $755,000 | +1.5% | 6,722 | 0.0% | 0.21% | +6.7% |
| Q4 2013 | $744,000 | +9.4% | 6,722 | 0.0% | 0.19% | -9.8% |
| Q3 2013 | $680,000 | – | 6,722 | – | 0.21% | – |
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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% |