ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $493,872 | +2.9% | 1,600 | 0.0% | 0.13% | +2.3% |
| Q1 2024 | $480,128 | +9.6% | 1,600 | 0.0% | 0.13% | +3.2% |
| Q4 2023 | $437,984 | +11.7% | 1,600 | 0.0% | 0.13% | -6.0% |
| Q3 2023 | $392,096 | -3.7% | 1,600 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $407,168 | +8.1% | 1,600 | 0.0% | 0.13% | +4.7% |
| Q1 2023 | $376,656 | +6.7% | 1,600 | 0.0% | 0.13% | +16.5% |
| Q4 2022 | $353,088 | +6.7% | 1,600 | 0.0% | 0.11% | -4.4% |
| Q3 2022 | $331,000 | -4.9% | 1,600 | 0.0% | 0.11% | -21.4% |
| Q2 2022 | $348,000 | -17.1% | 1,600 | 0.0% | 0.14% | -7.6% |
| Q1 2022 | $420,000 | +0.5% | 1,600 | 0.0% | 0.16% | +5.4% |
| Q4 2021 | $418,000 | +5.6% | 1,600 | 0.0% | 0.15% | -4.5% |
| Q1 2021 | $396,000 | +7.9% | 1,600 | 0.0% | 0.16% | +2.6% |
| Q4 2020 | $367,000 | +16.1% | 1,600 | 0.0% | 0.15% | +24.6% |
| Q3 2020 | $316,000 | +9.7% | 1,600 | 0.0% | 0.12% | +40.2% |
| Q2 2020 | $288,000 | +26.9% | 1,600 | 0.0% | 0.09% | +14.5% |
| Q1 2020 | $227,000 | -26.8% | 1,600 | 0.0% | 0.08% | -13.6% |
| Q4 2019 | $310,000 | +7.3% | 1,600 | 0.0% | 0.09% | +6.0% |
| Q3 2019 | $289,000 | +4.7% | 1,600 | 0.0% | 0.08% | +2.5% |
| Q2 2019 | $276,000 | +3.4% | 1,600 | 0.0% | 0.08% | -2.4% |
| Q1 2019 | $267,000 | +13.6% | 1,600 | 0.0% | 0.08% | -37.1% |
| Q4 2018 | $235,000 | -2.9% | 1,600 | 0.0% | 0.13% | -1.5% |
| Q3 2018 | $242,000 | -6.9% | 1,600 | 0.0% | 0.13% | -12.4% |
| Q2 2018 | $260,000 | +4.0% | 1,600 | 0.0% | 0.15% | +4.8% |
| Q1 2018 | $250,000 | -1.2% | 1,600 | 0.0% | 0.15% | 0.0% |
| Q4 2017 | $253,000 | – | 1,600 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNC Management Company, Inc. | 572,030 | $176,569 | 99.97% |
| TLWM | 290,276 | $89,599,121 | 19.28% |
| Wind River Trust Co | 124,692 | $38,488,680 | 15.60% |
| Family Firm, Inc. | 856,336 | $63,322,289 | 14.12% |
| AlphaCore Capital LLC | 184,127 | $56,834,376 | 13.73% |
| Christopher J. Hasenberg, Inc | 81,860 | $25,267,726 | 11.45% |
| SENTINEL TRUST CO LBA | 294,682 | $90,959 | 11.18% |
| PITCAIRN CO | 518,380 | $160,008,223 | 9.77% |
| Compass Financial Group, Inc. | 58,632 | $18,405,757 | 9.16% |
| Brooklyn FI, LLC | 73,545 | $22,701,135 | 8.87% |