ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 205 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.96 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,842 | -47.9% | 261 | -53.0% | 0.01% | -52.4% |
| Q4 2022 | $122,477 | +6.5% | 555 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $115,000 | -5.0% | 555 | 0.0% | 0.02% | -8.3% |
| Q2 2022 | $121,000 | -21.4% | 555 | -5.5% | 0.02% | -17.2% |
| Q1 2022 | $154,000 | -5.5% | 587 | 0.0% | 0.03% | -6.5% |
| Q4 2021 | $163,000 | -9.4% | 587 | -16.7% | 0.03% | -13.9% |
| Q3 2021 | $180,000 | 0.0% | 705 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $180,000 | +7.8% | 705 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $167,000 | +5.7% | 705 | 0.0% | 0.04% | +2.8% |
| Q4 2020 | $158,000 | +14.5% | 705 | 0.0% | 0.04% | +5.9% |
| Q3 2020 | $138,000 | +8.7% | 705 | 0.0% | 0.03% | +3.0% |
| Q2 2020 | $127,000 | +21.0% | 705 | 0.0% | 0.03% | +10.0% |
| Q1 2020 | $105,000 | -21.1% | 705 | 0.0% | 0.03% | -3.2% |
| Q4 2019 | $133,000 | +8.1% | 705 | 0.0% | 0.03% | -3.1% |
| Q3 2019 | $123,000 | +0.8% | 705 | 0.0% | 0.03% | +3.2% |
| Q2 2019 | $122,000 | +3.4% | 705 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $118,000 | +13.5% | 705 | 0.0% | 0.03% | +10.7% |
| Q4 2018 | $104,000 | -14.0% | 705 | 0.0% | 0.03% | -12.5% |
| Q3 2018 | $121,000 | +6.1% | 705 | 0.0% | 0.03% | +3.2% |
| Q2 2018 | $114,000 | +3.6% | 705 | 0.0% | 0.03% | +3.3% |
| Q1 2018 | $110,000 | -1.8% | 705 | 0.0% | 0.03% | -6.2% |
| Q4 2017 | $112,000 | -5.9% | 705 | -11.9% | 0.03% | -11.1% |
| Q3 2017 | $119,000 | +3.5% | 800 | 0.0% | 0.04% | -2.7% |
| Q2 2017 | $115,000 | +2.7% | 800 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $112,000 | +5.7% | 800 | 0.0% | 0.04% | +2.8% |
| Q4 2016 | $106,000 | +2.9% | 800 | 0.0% | 0.04% | +2.9% |
| Q3 2016 | $103,000 | +4.0% | 800 | 0.0% | 0.04% | +2.9% |
| Q2 2016 | $99,000 | +2.1% | 800 | 0.0% | 0.03% | -2.9% |
| Q1 2016 | $97,000 | +1.0% | 800 | 0.0% | 0.04% | +2.9% |
| Q4 2015 | $96,000 | +5.5% | 800 | 0.0% | 0.03% | -2.9% |
| Q3 2015 | $91,000 | -8.1% | 800 | 0.0% | 0.04% | -5.4% |
| Q2 2015 | $99,000 | 0.0% | 800 | 0.0% | 0.04% | -2.6% |
| Q1 2015 | $99,000 | +1.0% | 800 | 0.0% | 0.04% | -2.6% |
| Q4 2014 | $98,000 | +5.4% | 800 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $93,000 | -1.1% | 800 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $94,000 | +4.4% | 800 | 0.0% | 0.04% | -7.1% |
| Q1 2014 | $90,000 | -49.4% | 800 | -50.0% | 0.04% | -14.3% |
| Q4 2013 | $178,000 | +119.8% | 1,600 | +100.0% | 0.05% | 0.0% |
| Q3 2013 | $81,000 | +5.2% | 800 | 0.0% | 0.05% | -3.9% |
| Q2 2013 | $77,000 | +13.2% | 800 | +10.3% | 0.05% | +4.1% |
| Q1 2013 | $68,000 | +11.5% | 725 | 0.0% | 0.05% | +2.1% |
| Q4 2012 | $61,000 | – | 725 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |