ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,451,835 | -0.2% | 238,520 | +3.6% | 8.22% | -4.6% |
| Q2 2023 | $58,586,132 | +7.9% | 230,219 | -0.1% | 8.61% | +0.3% |
| Q1 2023 | $54,273,541 | +3.0% | 230,549 | -3.4% | 8.59% | -0.9% |
| Q4 2022 | $52,682,054 | +23.1% | 238,726 | +15.5% | 8.67% | -1.2% |
| Q3 2022 | $42,809,000 | -1.4% | 206,767 | +3.5% | 8.77% | -2.9% |
| Q2 2022 | $43,418,000 | -19.4% | 199,724 | -2.7% | 9.04% | -4.1% |
| Q1 2022 | $53,838,000 | +4.3% | 205,199 | +10.3% | 9.42% | +4.3% |
| Q4 2021 | $51,609,000 | +4.9% | 185,978 | -3.7% | 9.03% | +1.2% |
| Q3 2021 | $49,206,000 | +2.2% | 193,079 | +2.7% | 8.93% | -4.8% |
| Q2 2021 | $48,134,000 | +43.8% | 188,088 | +33.3% | 9.37% | +27.8% |
| Q1 2021 | $33,483,000 | +4.5% | 141,143 | -1.5% | 7.34% | +80.7% |
| Q4 2020 | $32,030,000 | +142.9% | 143,280 | +112.7% | 4.06% | +1.5% |
| Q3 2020 | $13,186,000 | -41.7% | 67,376 | -46.4% | 4.00% | +9.0% |
| Q2 2020 | $22,620,000 | +165.8% | 125,628 | +118.9% | 3.67% | +10.0% |
| Q1 2020 | $8,511,000 | +21.5% | 57,380 | +54.4% | 3.34% | +56.1% |
| Q4 2019 | $7,006,000 | -29.8% | 37,171 | -35.2% | 2.14% | +25.4% |
| Q3 2019 | $9,976,000 | +1.0% | 57,404 | +0.2% | 1.70% | +14.4% |
| Q2 2019 | $9,876,000 | +116.2% | 57,300 | +109.0% | 1.49% | +11.9% |
| Q1 2019 | $4,569,000 | -53.4% | 27,410 | -58.9% | 1.33% | -8.1% |
| Q4 2018 | $9,800,000 | +13.8% | 66,706 | +33.5% | 1.45% | +52.8% |
| Q3 2018 | $8,610,000 | +5.2% | 49,976 | -0.9% | 0.95% | +0.5% |
| Q2 2018 | $8,186,000 | -33.5% | 50,446 | -36.0% | 0.94% | -29.5% |
| Q1 2018 | $12,316,000 | +91.4% | 78,778 | +93.6% | 1.34% | +1.4% |
| Q4 2017 | $6,435,000 | +114.4% | 40,683 | +102.4% | 1.32% | +92.4% |
| Q3 2017 | $3,001,000 | -3.1% | 20,103 | -6.5% | 0.69% | -16.5% |
| Q2 2017 | $3,096,000 | -55.4% | 21,500 | -56.7% | 0.82% | -42.5% |
| Q1 2017 | $6,944,000 | +110.4% | 49,640 | +100.0% | 1.43% | -1.7% |
| Q4 2016 | $3,301,000 | -1.9% | 24,820 | -5.5% | 1.45% | -8.8% |
| Q3 2016 | $3,366,000 | +0.4% | 26,254 | -2.9% | 1.60% | -8.1% |
| Q2 2016 | $3,354,000 | -17.0% | 27,044 | -19.1% | 1.74% | -20.8% |
| Q1 2016 | $4,040,000 | – | 33,427 | – | 2.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |