ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,160,432 | -11.2% | 41,461 | -7.8% | 0.37% | -7.3% |
| Q2 2023 | $11,447,019 | +17.3% | 44,982 | +8.5% | 0.40% | +14.1% |
| Q1 2023 | $9,760,569 | -26.2% | 41,462 | -30.8% | 0.35% | -28.5% |
| Q4 2022 | $13,217,187 | +35.3% | 59,893 | +26.9% | 0.49% | +24.2% |
| Q3 2022 | $9,769,000 | +2.2% | 47,187 | +7.3% | 0.39% | +15.3% |
| Q2 2022 | $9,563,000 | -17.1% | 43,989 | 0.0% | 0.34% | -46.2% |
| Q1 2022 | $11,541,000 | -17.4% | 43,989 | -12.6% | 0.63% | +49.8% |
| Q4 2021 | $13,975,000 | +22.2% | 50,359 | +12.2% | 0.42% | +13.1% |
| Q3 2021 | $11,434,000 | +4765.5% | 44,866 | +4164.8% | 0.37% | +2231.2% |
| Q4 2020 | $235,000 | +434.1% | 1,052 | +363.4% | 0.02% | +433.3% |
| Q3 2020 | $44,000 | -71.8% | 227 | -73.9% | 0.00% | -75.0% |
| Q2 2020 | $156,000 | -74.0% | 870 | -78.5% | 0.01% | -78.6% |
| Q1 2020 | $599,000 | -46.4% | 4,040 | -31.9% | 0.06% | -31.7% |
| Q4 2019 | $1,118,000 | +6887.5% | 5,935 | +6213.8% | 0.08% | +8100.0% |
| Q3 2019 | $16,000 | -99.0% | 94 | -99.2% | 0.00% | -99.3% |
| Q4 2018 | $1,681,000 | -36.2% | 11,443 | -25.1% | 0.15% | -26.8% |
| Q3 2018 | $2,634,000 | +6.2% | 15,286 | 0.0% | 0.20% | -1.4% |
| Q2 2018 | $2,481,000 | +3.8% | 15,286 | 0.0% | 0.21% | -10.7% |
| Q1 2018 | $2,390,000 | -4.9% | 15,286 | -3.7% | 0.23% | -2.5% |
| Q4 2017 | $2,512,000 | +10.1% | 15,869 | +3.8% | 0.24% | +1.7% |
| Q3 2017 | $2,282,000 | +3.7% | 15,286 | 0.0% | 0.24% | -2.1% |
| Q2 2017 | $2,201,000 | +2.9% | 15,286 | 0.0% | 0.24% | -1.6% |
| Q1 2017 | $2,139,000 | +511.1% | 15,286 | +424.9% | 0.24% | +293.5% |
| Q4 2015 | $350,000 | – | 2,912 | – | 0.06% | – |
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% |