ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 468 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $223,000 | -5.1% | 1,076 | -0.3% | 0.07% | 0.0% |
| Q2 2022 | $235,000 | -17.8% | 1,079 | -1.0% | 0.07% | -3.9% |
| Q1 2022 | $286,000 | -25.7% | 1,090 | -21.4% | 0.08% | -7.3% |
| Q4 2021 | $385,000 | +3.8% | 1,387 | -4.6% | 0.08% | -11.8% |
| Q3 2021 | $371,000 | -0.3% | 1,454 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $372,000 | +2.5% | 1,454 | -5.1% | 0.09% | -3.1% |
| Q1 2021 | $363,000 | +5.8% | 1,532 | 0.0% | 0.10% | +3.2% |
| Q4 2020 | $343,000 | +2.4% | 1,532 | -7.9% | 0.09% | +1.1% |
| Q3 2020 | $335,000 | +2.8% | 1,663 | -8.1% | 0.09% | -15.5% |
| Q2 2020 | $326,000 | +18.5% | 1,810 | -2.2% | 0.11% | -3.5% |
| Q1 2020 | $275,000 | -21.2% | 1,851 | 0.0% | 0.11% | -10.2% |
| Q4 2019 | $349,000 | +41.3% | 1,851 | +30.4% | 0.13% | +25.7% |
| Q3 2019 | $247,000 | -7.8% | 1,419 | -8.6% | 0.10% | -9.8% |
| Q2 2019 | $268,000 | +1.5% | 1,553 | -2.1% | 0.11% | -3.4% |
| Q1 2019 | $264,000 | +21.1% | 1,586 | +6.7% | 0.12% | +8.4% |
| Q4 2018 | $218,000 | -19.0% | 1,486 | -4.7% | 0.11% | -15.7% |
| Q3 2018 | $269,000 | +31.9% | 1,560 | +23.9% | 0.13% | +35.1% |
| Q2 2018 | $204,000 | – | 1,259 | – | 0.09% | – |
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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% |