ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 497 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $659,319 | +2.9% | 2,136 | 0.0% | 0.02% | +14.3% |
Q1 2024 | $640,971 | +9.1% | 2,136 | -0.5% | 0.01% | 0.0% |
Q4 2023 | $587,720 | +11.7% | 2,147 | 0.0% | 0.01% | +16.7% |
Q3 2023 | $526,144 | -31.2% | 2,147 | -28.6% | 0.01% | -14.3% |
Q2 2023 | $765,221 | -30.2% | 3,007 | -35.5% | 0.01% | -6.7% |
Q1 2023 | $1,097,011 | -8.7% | 4,660 | -14.4% | 0.02% | -6.2% |
Q4 2022 | $1,201,161 | +7.1% | 5,443 | +0.4% | 0.02% | 0.0% |
Q3 2022 | $1,122,000 | -4.8% | 5,419 | 0.0% | 0.02% | -11.1% |
Q2 2022 | $1,178,000 | -18.6% | 5,419 | -1.8% | 0.02% | -5.3% |
Q1 2022 | $1,447,000 | -5.1% | 5,519 | +0.4% | 0.02% | -24.0% |
Q4 2021 | $1,524,000 | -14.5% | 5,495 | -21.5% | 0.02% | +8.7% |
Q3 2021 | $1,783,000 | -8.8% | 6,997 | -8.4% | 0.02% | -8.0% |
Q2 2021 | $1,955,000 | -33.3% | 7,642 | -38.2% | 0.02% | -39.0% |
Q1 2021 | $2,933,000 | +4.5% | 12,368 | -1.5% | 0.04% | 0.0% |
Q4 2020 | $2,807,000 | +13.4% | 12,558 | -0.7% | 0.04% | 0.0% |
Q3 2020 | $2,476,000 | -2.3% | 12,648 | -10.2% | 0.04% | -12.8% |
Q2 2020 | $2,534,000 | +8950.0% | 14,077 | +7193.8% | 0.05% | +4600.0% |
Q1 2020 | $28,000 | -98.8% | 193 | -98.5% | 0.00% | -97.7% |
Q4 2019 | $2,404,000 | +9.6% | 12,755 | +1.1% | 0.04% | 0.0% |
Q3 2019 | $2,193,000 | -9.0% | 12,622 | -9.7% | 0.04% | -45.7% |
Q2 2019 | $2,410,000 | – | 13,980 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
UNC Management Company, Inc. | 572,030 | $176,569 | 99.97% |
TLWM | 290,276 | $89,599,121 | 19.28% |
Wind River Trust Co | 124,692 | $38,488,680 | 15.60% |
Family Firm, Inc. | 856,336 | $63,322,289 | 14.12% |
AlphaCore Capital LLC | 184,127 | $56,834,376 | 13.73% |
Christopher J. Hasenberg, Inc | 81,860 | $25,267,726 | 11.45% |
SENTINEL TRUST CO LBA | 294,682 | $90,959 | 11.18% |
PITCAIRN CO | 518,380 | $160,008,223 | 9.77% |
Compass Financial Group, Inc. | 58,632 | $18,405,757 | 9.16% |
Brooklyn FI, LLC | 73,545 | $22,701,135 | 8.87% |