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 | $30,557,022 | -3.7% | 124,692 | 0.0% | 13.17% | -3.8% |
| Q2 2023 | $31,731,620 | +8.1% | 124,692 | 0.0% | 13.69% | +3.7% |
| Q1 2023 | $29,353,744 | +6.7% | 124,692 | 0.0% | 13.21% | +0.3% |
| Q4 2022 | $27,517,031 | +6.5% | 124,692 | -0.1% | 13.17% | -4.8% |
| Q3 2022 | $25,837,000 | -4.8% | 124,792 | 0.0% | 13.84% | +5.0% |
| Q2 2022 | $27,129,000 | -18.9% | 124,792 | -2.1% | 13.18% | -1.6% |
| Q1 2022 | $33,457,000 | -14.5% | 127,517 | -9.5% | 13.39% | -5.7% |
| Q4 2021 | $39,122,000 | +8.9% | 140,979 | 0.0% | 14.20% | +6.3% |
| Q3 2021 | $35,928,000 | -0.4% | 140,979 | 0.0% | 13.36% | +1.7% |
| Q2 2021 | $36,078,000 | +7.4% | 140,979 | -0.4% | 13.13% | +8.7% |
| Q1 2021 | $33,586,000 | +1.6% | 141,575 | -4.3% | 12.08% | +1.3% |
| Q4 2020 | $33,070,000 | +14.2% | 147,932 | 0.0% | 11.92% | +5.4% |
| Q3 2020 | $28,952,000 | +8.7% | 147,932 | 0.0% | 11.31% | -0.0% |
| Q2 2020 | $26,637,000 | +21.4% | 147,932 | 0.0% | 11.31% | +2.8% |
| Q1 2020 | $21,943,000 | -21.3% | 147,932 | 0.0% | 11.00% | -0.7% |
| Q4 2019 | $27,884,000 | +8.5% | 147,932 | 0.0% | 11.07% | +1.3% |
| Q3 2019 | $25,706,000 | +0.8% | 147,932 | 0.0% | 10.93% | +0.8% |
| Q2 2019 | $25,498,000 | +3.4% | 147,932 | 0.0% | 10.84% | +1.9% |
| Q1 2019 | $24,660,000 | +13.5% | 147,932 | 0.0% | 10.64% | +2.6% |
| Q4 2018 | $21,734,000 | -15.3% | 147,932 | -0.7% | 10.38% | -1.8% |
| Q3 2018 | $25,657,000 | +6.2% | 148,908 | 0.0% | 10.57% | -14.3% |
| Q2 2018 | $24,166,000 | +3.8% | 148,908 | 0.0% | 12.34% | +3.7% |
| Q1 2018 | $23,280,000 | -5.9% | 148,908 | -4.8% | 11.91% | -1.1% |
| Q4 2017 | $24,749,000 | +6.0% | 156,472 | 0.0% | 12.04% | +1.5% |
| Q3 2017 | $23,358,000 | +3.7% | 156,472 | 0.0% | 11.86% | -10.2% |
| Q2 2017 | $22,535,000 | +2.9% | 156,472 | 0.0% | 13.21% | -0.6% |
| Q1 2017 | $21,890,000 | +3.9% | 156,472 | -1.2% | 13.29% | +5.6% |
| Q4 2016 | $21,062,000 | +3.7% | 158,385 | 0.0% | 12.58% | +8.0% |
| Q3 2016 | $20,303,000 | +3.4% | 158,385 | 0.0% | 11.66% | -0.2% |
| Q2 2016 | $19,643,000 | +2.6% | 158,385 | 0.0% | 11.68% | +1.1% |
| Q1 2016 | $19,142,000 | +0.5% | 158,385 | 0.0% | 11.55% | -12.8% |
| Q4 2015 | $19,055,000 | +10.3% | 158,385 | +4.4% | 13.25% | +5.7% |
| Q3 2015 | $17,275,000 | -26.3% | 151,679 | -19.8% | 12.54% | +10.2% |
| Q2 2015 | $23,449,000 | -10.9% | 189,135 | -11.0% | 11.38% | -7.0% |
| Q1 2015 | $26,332,000 | +4.6% | 212,611 | +0.4% | 12.24% | -12.3% |
| Q4 2014 | $25,168,000 | +4.7% | 211,792 | +2.9% | 13.96% | +16.2% |
| Q3 2014 | $24,034,000 | -0.5% | 205,792 | +0.3% | 12.01% | -8.4% |
| Q2 2014 | $24,158,000 | +9.6% | 205,188 | +4.5% | 13.11% | +5.2% |
| Q1 2014 | $22,052,000 | -16.8% | 196,356 | -18.0% | 12.46% | +7.3% |
| Q4 2013 | $26,513,000 | – | 239,592 | – | 11.62% | – |
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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% |