ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $695,579 | -5.7% | 2,838 | -2.1% | 0.18% | -3.3% |
Q2 2023 | $737,840 | +7.5% | 2,899 | -0.6% | 0.18% | +4.0% |
Q1 2023 | $686,550 | +3.5% | 2,916 | -3.0% | 0.18% | +1.7% |
Q4 2022 | $663,453 | -48.9% | 3,006 | -52.1% | 0.17% | -53.5% |
Q3 2022 | $1,299,000 | -14.5% | 6,272 | -10.2% | 0.37% | -10.0% |
Q2 2022 | $1,519,000 | -44.8% | 6,986 | -33.4% | 0.41% | -37.9% |
Q1 2022 | $2,751,000 | -70.7% | 10,483 | -69.0% | 0.66% | -69.2% |
Q4 2021 | $9,380,000 | +4889.4% | 33,803 | +2707.6% | 2.15% | +2339.8% |
Q1 2018 | $188,000 | -1.1% | 1,204 | 0.0% | 0.09% | +1.1% |
Q4 2017 | $190,000 | +5.6% | 1,204 | 0.0% | 0.09% | -5.4% |
Q3 2017 | $180,000 | +4.0% | 1,204 | 0.0% | 0.09% | -1.1% |
Q2 2017 | $173,000 | +3.0% | 1,204 | 0.0% | 0.09% | -1.1% |
Q1 2017 | $168,000 | +5.0% | 1,204 | 0.0% | 0.09% | 0.0% |
Q4 2016 | $160,000 | +3.9% | 1,204 | 0.0% | 0.09% | -1.1% |
Q3 2016 | $154,000 | +3.4% | 1,204 | 0.0% | 0.10% | -1.0% |
Q2 2016 | $149,000 | – | 1,204 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TLWM | 207,633 | $49,259,000 | 18.69% |
AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |