ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $150,380 | -3.7% | 614 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $156,160 | +4.8% | 614 | -3.0% | 0.02% | 0.0% |
| Q1 2023 | $148,994 | +6.7% | 633 | 0.0% | 0.02% | +17.6% |
| Q4 2022 | $139,672 | -8.1% | 633 | -14.2% | 0.02% | -29.2% |
| Q3 2022 | $152,000 | -6.7% | 738 | -2.0% | 0.02% | -4.0% |
| Q2 2022 | $163,000 | -33.7% | 753 | -19.7% | 0.02% | -19.4% |
| Q1 2022 | $246,000 | -32.8% | 938 | -28.8% | 0.03% | -27.9% |
| Q4 2021 | $366,000 | +8.0% | 1,318 | -1.0% | 0.04% | +4.9% |
| Q3 2021 | $339,000 | +12.3% | 1,331 | +12.9% | 0.04% | +2.5% |
| Q2 2021 | $302,000 | -31.4% | 1,179 | -36.4% | 0.04% | -48.7% |
| Q1 2021 | $440,000 | +6.0% | 1,854 | 0.0% | 0.08% | -7.1% |
| Q4 2020 | $415,000 | +14.3% | 1,854 | +0.1% | 0.08% | -1.2% |
| Q3 2020 | $363,000 | +16.3% | 1,853 | +6.7% | 0.08% | +10.4% |
| Q2 2020 | $312,000 | +21.4% | 1,736 | +0.1% | 0.08% | +10.0% |
| Q1 2020 | $257,000 | -7.2% | 1,734 | +18.0% | 0.07% | +4.5% |
| Q4 2019 | $277,000 | -20.6% | 1,470 | -26.7% | 0.07% | -23.0% |
| Q3 2019 | $349,000 | +36.9% | 2,005 | +35.5% | 0.09% | +27.9% |
| Q2 2019 | $255,000 | +3.7% | 1,480 | +0.3% | 0.07% | +1.5% |
| Q1 2019 | $246,000 | +156.2% | 1,476 | +124.7% | 0.07% | +148.1% |
| Q4 2018 | $96,000 | -14.3% | 657 | +0.8% | 0.03% | -46.0% |
| Q3 2018 | $112,000 | +6.7% | 652 | +0.3% | 0.05% | +4.2% |
| Q2 2018 | $105,000 | +4.0% | 650 | +0.2% | 0.05% | 0.0% |
| Q1 2018 | $101,000 | -1.0% | 649 | +0.2% | 0.05% | -15.8% |
| Q4 2017 | $102,000 | +6.2% | 648 | +0.6% | 0.06% | -3.4% |
| Q3 2017 | $96,000 | +4.3% | 644 | +0.3% | 0.06% | -1.7% |
| Q2 2017 | $92,000 | +2.2% | 642 | 0.0% | 0.06% | +1.7% |
| Q1 2017 | $90,000 | +5.9% | 642 | +0.3% | 0.06% | +1.7% |
| Q4 2016 | $85,000 | +4.9% | 640 | +0.6% | 0.06% | +7.4% |
| Q3 2016 | $81,000 | +2.5% | 636 | +0.5% | 0.05% | -5.3% |
| Q2 2016 | $79,000 | +2.6% | 633 | 0.0% | 0.06% | 0.0% |
| Q1 2016 | $77,000 | +1.3% | 633 | +0.8% | 0.06% | +1.8% |
| Q4 2015 | $76,000 | -13.6% | 628 | -18.9% | 0.06% | -13.8% |
| Q3 2015 | $88,000 | -14.6% | 774 | -7.2% | 0.06% | -14.5% |
| Q2 2015 | $103,000 | 0.0% | 834 | +0.2% | 0.08% | 0.0% |
| Q1 2015 | $103,000 | +2.0% | 832 | +0.4% | 0.08% | +1.3% |
| Q4 2014 | $101,000 | +4.1% | 829 | +0.2% | 0.08% | +4.2% |
| Q3 2014 | $97,000 | 0.0% | 827 | 0.0% | 0.07% | 0.0% |
| Q2 2014 | $97,000 | +4.3% | 827 | 0.0% | 0.07% | +4.3% |
| Q1 2014 | $93,000 | +1.1% | 827 | 0.0% | 0.07% | -6.8% |
| Q4 2013 | $92,000 | – | 827 | – | 0.07% | – |
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% |