ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 349 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $282,000 | +25.9% | 1,016 | +15.7% | 0.02% | +11.8% |
| Q3 2021 | $224,000 | -0.4% | 878 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $225,000 | +112.3% | 878 | +96.9% | 0.02% | +100.0% |
| Q1 2021 | $106,000 | -3.6% | 446 | -9.0% | 0.01% | -18.2% |
| Q4 2020 | $110,000 | +35.8% | 490 | +18.4% | 0.01% | +22.2% |
| Q3 2020 | $81,000 | +26.6% | 414 | -4.6% | 0.01% | +12.5% |
| Q1 2020 | $64,000 | -91.3% | 434 | -88.9% | 0.01% | -89.5% |
| Q4 2019 | $738,000 | +93.2% | 3,913 | +78.1% | 0.08% | +85.4% |
| Q3 2019 | $382,000 | +0.8% | 2,197 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $379,000 | +126.9% | 2,197 | +119.7% | 0.04% | -2.4% |
| Q1 2019 | $167,000 | -5.6% | 1,000 | -16.8% | 0.04% | +13.5% |
| Q4 2018 | $177,000 | -6.8% | 1,202 | +9.3% | 0.04% | -58.0% |
| Q3 2018 | $190,000 | +13.8% | 1,100 | 0.0% | 0.09% | +91.3% |
| Q3 2017 | $167,000 | -99.9% | 1,100 | 0.0% | 0.05% | +17.9% |
| Q2 2017 | $158,000,000 | +1.9% | 1,100 | 0.0% | 0.04% | -9.3% |
| Q1 2017 | $155,000,000 | -71.8% | 1,100 | -73.4% | 0.04% | -55.2% |
| Q4 2016 | $549,000,000 | +124672.7% | 4,131 | +20.4% | 0.10% | +21.5% |
| Q3 2016 | $440,000 | +4788.9% | 3,432 | +4357.1% | 0.08% | +2533.3% |
| Q2 2016 | $9,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | -79.5% | 77 | -80.1% | 0.00% | -81.2% |
| Q3 2015 | $44,000 | -6.4% | 387 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $47,000 | 0.0% | 387 | 0.0% | 0.02% | +6.7% |
| Q1 2015 | $47,000 | 0.0% | 387 | 0.0% | 0.02% | -6.2% |
| Q4 2014 | $47,000 | -90.3% | 387 | -90.7% | 0.02% | -83.5% |
| Q3 2014 | $487,000 | – | 4,168 | – | 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% |