ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,394,000 | -16.0% | 6,413 | +1.4% | 1.01% | -5.6% |
| Q1 2022 | $1,659,000 | -11.0% | 6,323 | -5.8% | 1.07% | -8.0% |
| Q4 2021 | $1,863,000 | +12.0% | 6,713 | +2.8% | 1.16% | +2.5% |
| Q3 2021 | $1,664,000 | +2.8% | 6,529 | +3.2% | 1.14% | +0.8% |
| Q2 2021 | $1,618,000 | +5.9% | 6,324 | -1.8% | 1.13% | +1.3% |
| Q1 2021 | $1,528,000 | +8.0% | 6,441 | +1.7% | 1.11% | -0.5% |
| Q4 2020 | $1,415,000 | +13.4% | 6,331 | -0.7% | 1.12% | +2.9% |
| Q3 2020 | $1,248,000 | +3.2% | 6,375 | -5.0% | 1.09% | -2.3% |
| Q2 2020 | $1,209,000 | +21.9% | 6,713 | +0.4% | 1.11% | +0.7% |
| Q1 2020 | $992,000 | -21.5% | 6,684 | -0.3% | 1.10% | -1.9% |
| Q4 2019 | $1,264,000 | +8.2% | 6,707 | -0.2% | 1.12% | +0.9% |
| Q3 2019 | $1,168,000 | -5.6% | 6,723 | -6.3% | 1.11% | -7.6% |
| Q2 2019 | $1,237,000 | +2.2% | 7,174 | -1.2% | 1.21% | -1.1% |
| Q1 2019 | $1,210,000 | +13.0% | 7,258 | -0.4% | 1.22% | 0.0% |
| Q4 2018 | $1,071,000 | -23.6% | 7,290 | -10.4% | 1.22% | -8.6% |
| Q3 2018 | $1,402,000 | +6.9% | 8,134 | +0.7% | 1.33% | +3.7% |
| Q2 2018 | $1,311,000 | -1.7% | 8,078 | -5.3% | 1.29% | -10.4% |
| Q1 2018 | $1,334,000 | -4.0% | 8,530 | -2.9% | 1.44% | -1.0% |
| Q4 2017 | $1,389,000 | +11.3% | 8,783 | +5.0% | 1.45% | +5.8% |
| Q3 2017 | $1,248,000 | +2.6% | 8,362 | -1.0% | 1.37% | -1.0% |
| Q2 2017 | $1,216,000 | +6.5% | 8,445 | +3.4% | 1.38% | +5.1% |
| Q1 2017 | $1,142,000 | +7.1% | 8,165 | +1.9% | 1.32% | +8.5% |
| Q4 2016 | $1,066,000 | +34.6% | 8,013 | +25.5% | 1.21% | +33.6% |
| Q3 2016 | $792,000 | 0.0% | 6,385 | 0.0% | 0.91% | +0.2% |
| Q2 2016 | $792,000 | +152.2% | 6,385 | +145.6% | 0.91% | +157.4% |
| Q1 2016 | $314,000 | +1747.1% | 2,600 | +1757.1% | 0.35% | +2246.7% |
| Q4 2015 | $17,000 | – | 140 | – | 0.02% | – |
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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% |