ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,677 | -3.7% | 2,284 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $581,191 | +8.4% | 2,284 | +0.3% | 0.04% | +4.8% |
| Q1 2023 | $536,257 | +7.1% | 2,278 | +0.4% | 0.04% | 0.0% |
| Q4 2022 | $500,906 | +7.5% | 2,270 | +1.0% | 0.04% | -2.3% |
| Q3 2022 | $466,000 | -4.7% | 2,248 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $489,000 | -16.8% | 2,248 | +0.3% | 0.04% | -2.3% |
| Q1 2022 | $588,000 | -5.2% | 2,242 | +0.3% | 0.04% | -4.4% |
| Q4 2021 | $620,000 | +9.5% | 2,235 | +0.6% | 0.04% | +2.3% |
| Q3 2021 | $566,000 | -0.4% | 2,221 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $568,000 | +8.4% | 2,221 | +0.5% | 0.04% | -2.2% |
| Q1 2021 | $524,000 | -57.0% | 2,210 | -59.4% | 0.05% | -60.3% |
| Q4 2020 | $1,218,000 | +181.3% | 5,449 | +146.6% | 0.12% | +152.2% |
| Q3 2020 | $433,000 | +8.8% | 2,210 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $398,000 | +21.3% | 2,210 | 0.0% | 0.05% | +7.0% |
| Q1 2020 | $328,000 | -21.3% | 2,210 | 0.0% | 0.04% | -27.1% |
| Q4 2019 | $417,000 | +8.6% | 2,210 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $384,000 | +0.8% | 2,210 | 0.0% | 0.06% | -4.8% |
| Q2 2019 | $381,000 | +3.5% | 2,210 | 0.0% | 0.06% | -1.6% |
| Q1 2019 | $368,000 | +13.2% | 2,210 | 0.0% | 0.06% | -3.1% |
| Q4 2018 | $325,000 | -14.7% | 2,210 | 0.0% | 0.06% | -31.6% |
| Q3 2018 | $381,000 | +6.1% | 2,210 | 0.0% | 0.10% | -12.0% |
| Q2 2018 | $359,000 | +3.8% | 2,210 | 0.0% | 0.11% | -5.3% |
| Q1 2018 | $346,000 | -1.1% | 2,210 | 0.0% | 0.11% | -13.0% |
| Q4 2017 | $350,000 | +6.1% | 2,210 | 0.0% | 0.13% | -10.9% |
| Q3 2017 | $330,000 | +3.8% | 2,210 | 0.0% | 0.15% | -4.5% |
| Q2 2017 | $318,000 | +2.9% | 2,210 | 0.0% | 0.15% | -1.9% |
| Q1 2017 | $309,000 | +1.3% | 2,210 | -3.7% | 0.16% | +12.9% |
| Q4 2016 | $305,000 | +3.7% | 2,296 | 0.0% | 0.14% | -10.9% |
| Q3 2016 | $294,000 | +3.2% | 2,296 | 0.0% | 0.16% | +1.3% |
| Q2 2016 | $285,000 | +2.9% | 2,296 | 0.0% | 0.15% | +40.0% |
| Q1 2016 | $277,000 | -5.1% | 2,296 | -5.5% | 0.11% | +5.8% |
| Q4 2015 | $292,000 | +5.4% | 2,430 | 0.0% | 0.10% | -15.4% |
| Q3 2015 | $277,000 | -8.0% | 2,430 | 0.0% | 0.12% | +5.1% |
| Q2 2015 | $301,000 | -7.4% | 2,430 | -7.5% | 0.12% | -6.4% |
| Q1 2015 | $325,000 | +1.2% | 2,628 | 0.0% | 0.12% | +25.0% |
| Q4 2014 | $321,000 | – | 2,628 | – | 0.10% | – |
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% |