ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,926,931 | -3.9% | 20,105 | -0.2% | 0.01% | -7.1% |
| Q2 2023 | $5,128,535 | +7.8% | 20,153 | -0.3% | 0.01% | +16.7% |
| Q1 2023 | $4,758,813 | +104122.8% | 20,215 | -2.3% | 0.01% | 0.0% |
| Q4 2022 | $4,566 | -99.9% | 20,691 | -0.4% | 0.01% | -7.7% |
| Q3 2022 | $4,300,000 | -5.8% | 20,769 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $4,564,000 | -19.5% | 20,994 | -2.8% | 0.01% | -7.1% |
| Q1 2022 | $5,667,000 | -9.4% | 21,599 | -4.1% | 0.01% | -6.7% |
| Q4 2021 | $6,253,000 | +15.8% | 22,533 | +6.4% | 0.02% | +7.1% |
| Q3 2021 | $5,399,000 | +3.0% | 21,185 | +3.4% | 0.01% | 0.0% |
| Q2 2021 | $5,243,000 | +6.2% | 20,486 | -1.6% | 0.01% | 0.0% |
| Q1 2021 | $4,937,000 | +3.2% | 20,809 | -2.7% | 0.01% | 0.0% |
| Q4 2020 | $4,782,000 | +18.6% | 21,389 | +3.8% | 0.01% | 0.0% |
| Q3 2020 | $4,032,000 | +8.1% | 20,602 | -0.6% | 0.01% | 0.0% |
| Q2 2020 | $3,730,000 | -41.5% | 20,718 | -51.8% | 0.01% | -51.7% |
| Q1 2020 | $6,373,000 | -64.4% | 42,967 | -54.7% | 0.03% | -54.7% |
| Q4 2019 | $17,897,000 | +198.3% | 94,949 | +175.0% | 0.06% | +166.7% |
| Q3 2019 | $5,999,000 | +1.3% | 34,521 | +0.5% | 0.02% | +4.3% |
| Q2 2019 | $5,922,000 | +3.0% | 34,357 | -0.4% | 0.02% | -32.4% |
| Q1 2019 | $5,749,000 | -79.6% | 34,487 | -82.0% | 0.03% | -82.3% |
| Q4 2018 | $28,213,000 | +63.5% | 192,032 | +92.0% | 0.19% | +77.8% |
| Q3 2018 | $17,260,000 | +5.5% | 100,023 | -0.8% | 0.11% | -2.7% |
| Q2 2018 | $16,366,000 | -0.8% | 100,847 | -4.5% | 0.11% | -4.3% |
| Q1 2018 | $16,505,000 | +34.3% | 105,573 | +35.9% | 0.12% | +33.3% |
| Q4 2017 | $12,286,000 | +7.2% | 77,674 | +1.2% | 0.09% | +1.2% |
| Q3 2017 | $11,463,000 | -24.4% | 76,785 | -27.0% | 0.09% | -27.7% |
| Q2 2017 | $15,157,000 | +450.4% | 105,240 | +434.5% | 0.12% | +440.9% |
| Q1 2017 | $2,754,000 | +8.3% | 19,689 | +3.0% | 0.02% | 0.0% |
| Q4 2016 | $2,542,000 | +0.3% | 19,118 | -3.3% | 0.02% | -4.3% |
| Q3 2016 | $2,535,000 | +1.3% | 19,778 | -2.0% | 0.02% | 0.0% |
| Q2 2016 | $2,503,000 | +3.1% | 20,179 | +0.5% | 0.02% | 0.0% |
| Q1 2016 | $2,427,000 | -30.4% | 20,082 | -30.7% | 0.02% | -34.3% |
| Q4 2015 | $3,485,000 | +35.2% | 28,966 | +28.0% | 0.04% | +29.6% |
| Q3 2015 | $2,578,000 | -5.7% | 22,635 | +2.7% | 0.03% | 0.0% |
| Q2 2015 | $2,733,000 | – | 22,047 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |