ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 313 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.05 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $906,716 | -4.9% | 3,700 | -1.3% | 0.13% | +3.3% |
| Q2 2023 | $953,785 | +3.9% | 3,748 | -3.9% | 0.12% | -2.4% |
| Q1 2023 | $918,135 | +20.2% | 3,900 | +12.7% | 0.12% | +11.6% |
| Q4 2022 | $763,768 | +13.0% | 3,461 | +6.1% | 0.11% | +13.1% |
| Q3 2022 | $676,000 | -8.3% | 3,263 | -3.8% | 0.10% | +2.1% |
| Q2 2022 | $737,000 | -17.1% | 3,391 | +0.0% | 0.10% | +6.6% |
| Q1 2022 | $889,000 | -0.3% | 3,390 | +5.5% | 0.09% | +5.8% |
| Q4 2021 | $892,000 | +4.2% | 3,214 | -4.3% | 0.09% | -7.5% |
| Q3 2021 | $856,000 | -4.3% | 3,358 | -3.8% | 0.09% | -8.8% |
| Q2 2021 | $894,000 | +9.2% | 3,492 | +1.2% | 0.10% | -3.8% |
| Q1 2021 | $819,000 | +9.5% | 3,451 | +3.2% | 0.11% | -1.9% |
| Q4 2020 | $748,000 | +16.5% | 3,345 | +1.9% | 0.11% | -5.3% |
| Q3 2020 | $642,000 | -57.5% | 3,282 | -60.9% | 0.11% | -61.2% |
| Q2 2020 | $1,511,000 | -14.8% | 8,390 | -29.8% | 0.29% | -28.3% |
| Q1 2020 | $1,774,000 | -33.4% | 11,959 | -15.4% | 0.41% | -13.9% |
| Q4 2019 | $2,665,000 | +7.9% | 14,138 | -0.5% | 0.48% | -6.1% |
| Q3 2019 | $2,469,000 | +1.1% | 14,209 | +0.3% | 0.51% | -9.1% |
| Q2 2019 | $2,442,000 | +2.1% | 14,171 | -1.2% | 0.56% | -6.4% |
| Q1 2019 | $2,392,000 | +415.5% | 14,348 | +354.6% | 0.60% | +338.2% |
| Q4 2018 | $464,000 | -13.9% | 3,156 | +0.8% | 0.14% | -2.2% |
| Q3 2018 | $539,000 | -15.4% | 3,131 | -20.3% | 0.14% | -21.9% |
| Q2 2018 | $637,000 | -10.3% | 3,928 | -13.6% | 0.18% | 0.0% |
| Q1 2018 | $710,000 | +8.1% | 4,545 | +9.4% | 0.18% | +7.2% |
| Q4 2017 | $657,000 | +27.3% | 4,156 | +20.2% | 0.17% | -2.9% |
| Q3 2017 | $516,000 | +29.6% | 3,458 | +25.2% | 0.17% | +35.7% |
| Q2 2017 | $398,000 | +17.8% | 2,761 | +14.3% | 0.13% | -4.5% |
| Q1 2017 | $338,000 | +5.6% | 2,416 | +0.4% | 0.13% | -13.2% |
| Q4 2016 | $320,000 | +3.9% | 2,406 | 0.0% | 0.15% | +1.3% |
| Q3 2016 | $308,000 | +4.8% | 2,406 | +1.6% | 0.15% | -3.8% |
| Q2 2016 | $294,000 | +3.5% | 2,367 | +0.6% | 0.16% | -12.4% |
| Q1 2016 | $284,000 | -0.4% | 2,354 | -0.8% | 0.18% | -5.3% |
| Q4 2015 | $285,000 | – | 2,372 | – | 0.19% | – |
Download | ||||||
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% |