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 | $193,173 | -3.7% | 788 | 0.0% | 0.10% | -2.1% |
| Q2 2023 | $200,598 | +8.1% | 788 | 0.0% | 0.10% | -2.0% |
| Q1 2023 | $185,559 | -12.7% | 788 | -18.2% | 0.10% | +22.2% |
| Q4 2022 | $212,607 | +0.9% | 963 | -5.3% | 0.08% | -5.8% |
| Q3 2022 | $210,630 | -5.3% | 1,017 | -0.6% | 0.09% | -2.3% |
| Q2 2022 | $222,464 | -17.0% | 1,023 | +0.1% | 0.09% | -4.3% |
| Q1 2022 | $268,143 | -26.0% | 1,022 | -21.7% | 0.09% | -24.0% |
| Q4 2021 | $362,128 | +41.9% | 1,305 | +30.4% | 0.12% | +28.7% |
| Q3 2021 | $255,171 | +1.0% | 1,001 | +1.4% | 0.09% | +2.2% |
| Q2 2021 | $252,650 | +11.8% | 987 | +3.6% | 0.09% | +3.4% |
| Q1 2021 | $226,009 | +8.3% | 953 | +2.0% | 0.09% | 0.0% |
| Q4 2020 | $208,729 | +12.5% | 934 | -1.5% | 0.09% | -1.1% |
| Q3 2020 | $185,568 | +10.4% | 948 | +1.5% | 0.09% | +2.3% |
| Q2 2020 | $168,091 | +24.3% | 934 | +2.4% | 0.09% | +3.5% |
| Q1 2020 | $135,277 | +7.9% | 912 | +37.1% | 0.08% | +32.8% |
| Q4 2019 | $125,346 | +14.5% | 665 | +5.6% | 0.06% | +4.9% |
| Q3 2019 | $109,475 | +0.8% | 630 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $108,587 | +3.4% | 630 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $105,021 | +13.5% | 630 | 0.0% | 0.06% | +1.7% |
| Q4 2018 | $92,560 | +53.5% | 630 | +80.0% | 0.06% | +50.0% |
| Q3 2018 | $60,305 | +6.2% | 350 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $56,802 | +3.8% | 350 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $54,719 | -1.2% | 350 | 0.0% | 0.04% | -4.9% |
| Q4 2017 | $55,360 | -25.8% | 350 | -30.0% | 0.04% | -28.1% |
| Q3 2017 | $74,640 | +3.7% | 500 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $72,010 | +2.9% | 500 | 0.0% | 0.06% | -3.4% |
| Q1 2017 | $69,950 | +5.2% | 500 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $66,490 | -8.2% | 500 | -11.5% | 0.06% | -10.6% |
| Q3 2016 | $72,427 | +3.4% | 565 | 0.0% | 0.07% | 0.0% |
| Q2 2016 | $70,071 | +2.6% | 565 | 0.0% | 0.07% | +1.5% |
| Q1 2016 | $68,286 | – | 565 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |