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 | $449,440 | -25.3% | 1,834 | -22.4% | 0.09% | -19.6% |
| Q2 2023 | $601,591 | +4.7% | 2,364 | -3.2% | 0.11% | -4.3% |
| Q1 2023 | $574,636 | -3.6% | 2,441 | -9.7% | 0.12% | -8.6% |
| Q4 2022 | $596,277 | -60.1% | 2,702 | -62.5% | 0.13% | -64.1% |
| Q3 2022 | $1,494,000 | -5.1% | 7,214 | -0.4% | 0.36% | -8.7% |
| Q2 2022 | $1,574,000 | +77.5% | 7,240 | +114.2% | 0.39% | +95.5% |
| Q1 2022 | $887,000 | -0.2% | 3,380 | +5.5% | 0.20% | -2.0% |
| Q4 2021 | $889,000 | +4.6% | 3,203 | -4.0% | 0.20% | -1.9% |
| Q3 2021 | $850,000 | -11.7% | 3,336 | -11.4% | 0.21% | -14.8% |
| Q2 2021 | $963,000 | +3.3% | 3,764 | -4.2% | 0.24% | -4.3% |
| Q1 2021 | $932,000 | +3.6% | 3,929 | -2.4% | 0.26% | +0.4% |
| Q4 2020 | $900,000 | +12.5% | 4,025 | -1.6% | 0.25% | +4.1% |
| Q3 2020 | $800,000 | – | 4,090 | – | 0.24% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $826,000 | +6.0% | 4,960 | 0.0% | 0.31% | +1.0% |
| Q1 2018 | $779,000 | -0.6% | 4,960 | 0.0% | 0.31% | -3.7% |
| Q4 2017 | $784,000 | – | 4,960 | – | 0.32% | – |
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% |