ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,279,420 | -5.9% | 33,785 | -2.2% | 0.01% | 0.0% |
| Q2 2023 | $8,794,899 | +3.6% | 34,560 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $8,486,432 | +8.1% | 36,050 | +1.3% | 0.01% | 0.0% |
| Q4 2022 | $7,852,509 | +5.6% | 35,583 | -0.9% | 0.01% | +20.0% |
| Q3 2022 | $7,436,000 | +3.4% | 35,915 | +8.5% | 0.01% | 0.0% |
| Q2 2022 | $7,194,000 | +8.3% | 33,094 | +30.7% | 0.01% | +25.0% |
| Q1 2022 | $6,641,000 | +97.3% | 25,311 | +108.7% | 0.00% | +100.0% |
| Q4 2021 | $3,366,000 | +5.1% | 12,130 | -3.5% | 0.00% | 0.0% |
| Q3 2021 | $3,203,000 | -9.6% | 12,568 | -9.2% | 0.00% | 0.0% |
| Q2 2021 | $3,543,000 | -13.5% | 13,844 | -19.8% | 0.00% | -33.3% |
| Q1 2021 | $4,095,000 | +11.6% | 17,263 | +5.2% | 0.00% | +50.0% |
| Q4 2020 | $3,668,000 | -5.4% | 16,409 | -17.2% | 0.00% | 0.0% |
| Q3 2020 | $3,877,000 | +3.7% | 19,807 | -4.6% | 0.00% | -33.3% |
| Q2 2020 | $3,737,000 | +23.5% | 20,753 | +1.7% | 0.00% | 0.0% |
| Q1 2020 | $3,026,000 | -30.7% | 20,402 | -12.0% | 0.00% | 0.0% |
| Q4 2019 | $4,368,000 | +11.9% | 23,172 | +3.2% | 0.00% | 0.0% |
| Q3 2019 | $3,902,000 | +1.8% | 22,457 | +1.0% | 0.00% | 0.0% |
| Q2 2019 | $3,833,000 | +3.8% | 22,237 | +0.3% | 0.00% | -25.0% |
| Q1 2019 | $3,694,000 | +4.0% | 22,162 | -8.3% | 0.00% | 0.0% |
| Q4 2018 | $3,552,000 | -55.5% | 24,176 | -47.8% | 0.00% | -42.9% |
| Q3 2018 | $7,987,000 | +9.1% | 46,356 | +2.7% | 0.01% | 0.0% |
| Q2 2018 | $7,323,000 | +74.6% | 45,121 | +68.2% | 0.01% | +133.3% |
| Q1 2018 | $4,193,000 | +69.8% | 26,827 | +71.8% | 0.00% | +50.0% |
| Q4 2017 | $2,470,000 | +43.8% | 15,615 | +35.7% | 0.00% | +100.0% |
| Q3 2017 | $1,718,000 | +127.5% | 11,510 | +119.5% | 0.00% | 0.0% |
| Q2 2017 | $755,000 | -24.0% | 5,244 | -26.2% | 0.00% | 0.0% |
| Q1 2017 | $994,000 | +16.5% | 7,108 | +10.8% | 0.00% | 0.0% |
| Q4 2016 | $853,000 | +109.6% | 6,418 | +102.3% | 0.00% | – |
| Q3 2016 | $407,000 | +33.9% | 3,173 | +29.3% | 0.00% | – |
| Q2 2016 | $304,000 | -26.6% | 2,454 | -28.4% | 0.00% | – |
| Q1 2016 | $414,000 | -21.1% | 3,427 | -21.5% | 0.00% | -100.0% |
| Q4 2015 | $525,000 | +12.2% | 4,363 | +6.1% | 0.00% | – |
| Q3 2015 | $468,000 | -7.5% | 4,112 | +0.7% | 0.00% | – |
| Q2 2015 | $506,000 | -44.6% | 4,082 | -44.7% | 0.00% | -100.0% |
| Q1 2015 | $914,000 | -62.1% | 7,385 | -62.5% | 0.00% | -50.0% |
| Q4 2014 | $2,410,000 | +45.9% | 19,711 | +39.4% | 0.00% | +100.0% |
| Q3 2014 | $1,652,000 | -3.4% | 14,139 | -2.7% | 0.00% | -50.0% |
| Q2 2014 | $1,710,000 | -7.6% | 14,524 | -11.9% | 0.00% | 0.0% |
| Q1 2014 | $1,851,000 | +15.8% | 16,480 | +14.1% | 0.00% | +100.0% |
| Q4 2013 | $1,598,000 | -17.8% | 14,440 | -24.8% | 0.00% | -50.0% |
| Q3 2013 | $1,943,000 | -90.4% | 19,208 | -90.8% | 0.00% | -90.0% |
| Q2 2013 | $20,204,000 | – | 209,578 | – | 0.02% | – |
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% |