ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,214 | -5.0% | 1,070 | -1.4% | 0.08% | +90.2% |
| Q2 2023 | $276,111 | +8.1% | 1,085 | 0.0% | 0.04% | -46.8% |
| Q1 2023 | $255,420 | +6.7% | 1,085 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $239,438 | -4.2% | 1,085 | -8.4% | 0.08% | -12.8% |
| Q3 2022 | $250,000 | -7.1% | 1,185 | -1.1% | 0.09% | 0.0% |
| Q2 2022 | $269,000 | -14.3% | 1,198 | 0.0% | 0.09% | -2.3% |
| Q1 2022 | $314,000 | -24.7% | 1,198 | -20.3% | 0.09% | -20.0% |
| Q4 2021 | $417,000 | +5.3% | 1,504 | -3.3% | 0.11% | -5.2% |
| Q3 2021 | $396,000 | +2.1% | 1,555 | +2.4% | 0.12% | +1.8% |
| Q2 2021 | $388,000 | +9.3% | 1,518 | +1.3% | 0.11% | 0.0% |
| Q1 2021 | $355,000 | +6.0% | 1,498 | 0.0% | 0.11% | +26.7% |
| Q4 2020 | $335,000 | +1.5% | 1,498 | -11.3% | 0.09% | -30.2% |
| Q3 2020 | $330,000 | +9.6% | 1,688 | +0.9% | 0.13% | -0.8% |
| Q2 2020 | $301,000 | +21.4% | 1,673 | +0.1% | 0.13% | +1.6% |
| Q1 2020 | $248,000 | -26.6% | 1,672 | -6.7% | 0.13% | +1.6% |
| Q4 2019 | $338,000 | +1.2% | 1,792 | -6.8% | 0.13% | -7.4% |
| Q3 2019 | $334,000 | -61.2% | 1,922 | -61.5% | 0.14% | -61.4% |
| Q2 2019 | $861,000 | -21.4% | 4,996 | -24.0% | 0.35% | -25.3% |
| Q1 2019 | $1,095,000 | +30.4% | 6,571 | +15.0% | 0.47% | +18.3% |
| Q4 2018 | $840,000 | -20.2% | 5,716 | -6.4% | 0.40% | -0.7% |
| Q3 2018 | $1,052,000 | +8.5% | 6,105 | +2.2% | 0.40% | +3.1% |
| Q2 2018 | $970,000 | +19.0% | 5,975 | +14.6% | 0.39% | +16.5% |
| Q1 2018 | $815,000 | +7.2% | 5,215 | +8.5% | 0.33% | +11.0% |
| Q4 2017 | $760,000 | +6.0% | 4,806 | +0.1% | 0.30% | +3.8% |
| Q3 2017 | $717,000 | +2.1% | 4,800 | 0.0% | 0.29% | +1.8% |
| Q2 2017 | $702,000 | +8.0% | 4,800 | +2.9% | 0.28% | +1.1% |
| Q1 2017 | $650,000 | -3.8% | 4,665 | -6.0% | 0.28% | -6.9% |
| Q4 2016 | $676,000 | -99.9% | 4,965 | -5.7% | 0.30% | -2.6% |
| Q3 2016 | $663,494,000 | -0.3% | 5,265 | -1.9% | 0.31% | 0.0% |
| Q2 2016 | $665,367,000 | +7.0% | 5,365 | +4.3% | 0.31% | +5.4% |
| Q1 2016 | $621,824,000 | +241.2% | 5,145 | +239.6% | 0.30% | +235.2% |
| Q4 2015 | $182,269,000 | +50.3% | 1,515 | +42.3% | 0.09% | +41.9% |
| Q3 2015 | $121,292,000 | +13589.8% | 1,065 | -85.1% | 0.06% | -86.3% |
| Q1 2015 | $886,000 | +1.4% | 7,150 | 0.0% | 0.45% | +7.1% |
| Q4 2014 | $874,000 | – | 7,150 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |