ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,383 | -3.3% | 1,643 | 0.0% | 0.14% | +12.4% |
| Q2 2023 | $418,206 | +8.4% | 1,643 | +0.2% | 0.12% | +0.8% |
| Q1 2023 | $385,874 | +7.1% | 1,639 | +0.4% | 0.12% | -0.8% |
| Q4 2022 | $360,436 | +2.4% | 1,633 | +0.9% | 0.12% | -16.6% |
| Q2 2022 | $352,000 | -16.8% | 1,618 | +0.3% | 0.14% | -8.2% |
| Q1 2022 | $423,000 | -5.2% | 1,613 | +0.3% | 0.16% | -4.8% |
| Q4 2021 | $446,000 | -20.5% | 1,608 | -26.9% | 0.17% | -28.4% |
| Q3 2021 | $561,000 | -0.4% | 2,200 | 0.0% | 0.23% | +1.8% |
| Q2 2021 | $563,000 | +8.3% | 2,200 | +0.4% | 0.23% | +0.9% |
| Q1 2021 | $520,000 | +6.1% | 2,192 | 0.0% | 0.23% | +3.7% |
| Q4 2020 | $490,000 | +14.5% | 2,192 | +0.3% | 0.22% | +1.4% |
| Q3 2020 | $428,000 | +6.5% | 2,186 | -2.2% | 0.22% | -7.3% |
| Q2 2020 | $402,000 | +11.7% | 2,235 | -7.9% | 0.23% | -22.9% |
| Q1 2020 | $360,000 | -30.5% | 2,426 | -11.7% | 0.30% | -35.1% |
| Q4 2019 | $518,000 | +3.0% | 2,748 | -5.1% | 0.46% | +0.2% |
| Q3 2019 | $503,000 | +0.8% | 2,897 | 0.0% | 0.46% | +1.8% |
| Q2 2019 | $499,000 | +4.0% | 2,897 | +0.6% | 0.46% | +3.2% |
| Q1 2019 | $480,000 | +13.7% | 2,881 | +0.3% | 0.44% | -1.8% |
| Q4 2018 | $422,000 | -13.7% | 2,871 | +1.1% | 0.45% | +4.2% |
| Q3 2018 | $489,000 | +6.5% | 2,841 | +0.4% | 0.43% | -3.6% |
| Q2 2018 | $459,000 | +3.8% | 2,830 | 0.0% | 0.45% | -22.5% |
| Q1 2018 | $442,000 | +49.3% | 2,830 | +51.4% | 0.58% | +87.3% |
| Q4 2017 | $296,000 | – | 1,869 | – | 0.31% | – |
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% |