ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $810,685 | -11.3% | 3,308 | -7.9% | 0.10% | -8.5% |
Q2 2023 | $913,963 | +8.4% | 3,591 | +0.2% | 0.11% | +2.9% |
Q1 2023 | $843,392 | +6.0% | 3,583 | -0.7% | 0.10% | +3.0% |
Q4 2022 | $796,008 | +7.3% | 3,607 | +0.6% | 0.10% | -2.9% |
Q3 2022 | $742,000 | -4.4% | 3,584 | +0.4% | 0.10% | -41.1% |
Q2 2022 | $776,000 | -16.9% | 3,568 | +0.3% | 0.18% | +57.7% |
Q1 2022 | $934,000 | -5.2% | 3,558 | +0.3% | 0.11% | -6.7% |
Q4 2021 | $985,000 | +9.0% | 3,549 | 0.0% | 0.12% | -1.7% |
Q3 2021 | $904,000 | -1.0% | 3,549 | -0.5% | 0.12% | -39.8% |
Q2 2021 | $913,000 | +12.9% | 3,566 | +4.5% | 0.20% | +2.0% |
Q1 2021 | $809,000 | -7.0% | 3,412 | -12.4% | 0.20% | -12.8% |
Q4 2020 | $870,000 | +19.3% | 3,893 | +4.5% | 0.23% | -0.9% |
Q3 2020 | $729,000 | +4.7% | 3,724 | -3.6% | 0.23% | -5.8% |
Q2 2020 | $696,000 | +27.0% | 3,864 | +4.5% | 0.24% | +2.1% |
Q1 2020 | $548,000 | -28.7% | 3,697 | -9.3% | 0.24% | -15.1% |
Q4 2019 | $769,000 | – | 4,078 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
TLWM | 113,075 | $20,354,000 | 12.02% |
Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |