ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,338 | -3.3% | 550 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $139,964 | +8.1% | 550 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $129,476 | +6.7% | 550 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $121,374 | +6.5% | 550 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $114,000 | +1528.6% | 550 | +1000.0% | 0.01% | +1200.0% |
| Q2 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | +100.0% |
| Q3 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | -96.2% | 50 | -96.1% | 0.00% | -97.6% |
| Q1 2016 | $156,000 | +2500.0% | 1,290 | +2480.0% | 0.04% | +1950.0% |
| Q4 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | +100.0% |
| Q1 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
| Q4 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% |
| Q3 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
| Q2 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | +33.3% |
| Q1 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
| Q4 2012 | $6,000 | – | 50 | – | 0.00% | – |
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% |