ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,284,225 | -0.2% | 125,050 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $32,333,185 | +1.7% | 126,916 | -11.6% | 0.01% | -21.4% |
| Q4 2022 | $31,780,965 | +75.9% | 143,649 | +78.4% | 0.01% | +75.0% |
| Q3 2022 | $18,069,000 | +64.4% | 80,515 | +64.3% | 0.01% | +60.0% |
| Q2 2022 | $10,994,000 | +16.7% | 49,001 | +39.5% | 0.01% | 0.0% |
| Q1 2022 | $9,423,000 | -5.8% | 35,138 | -1.6% | 0.01% | 0.0% |
| Q4 2021 | $9,999,000 | +109.1% | 35,718 | +100.1% | 0.01% | +150.0% |
| Q3 2021 | $4,782,000 | +1.3% | 17,852 | -3.0% | 0.00% | 0.0% |
| Q2 2021 | $4,719,000 | +1616.0% | 18,398 | +1538.3% | 0.00% | – |
| Q1 2021 | $275,000 | -58.5% | 1,123 | -61.4% | 0.00% | – |
| Q4 2020 | $663,000 | +18.0% | 2,911 | +2.1% | 0.00% | – |
| Q3 2020 | $562,000 | +0.9% | 2,851 | -6.0% | 0.00% | -100.0% |
| Q2 2020 | $557,000 | +25.2% | 3,034 | -1.8% | 0.00% | 0.0% |
| Q1 2020 | $445,000 | -17.3% | 3,090 | +8.3% | 0.00% | – |
| Q4 2019 | $538,000 | -27.5% | 2,852 | -33.3% | 0.00% | -100.0% |
| Q3 2019 | $742,000 | -75.5% | 4,273 | -75.7% | 0.00% | -66.7% |
| Q2 2019 | $3,026,000 | +6.9% | 17,555 | +3.4% | 0.00% | +50.0% |
| Q1 2019 | $2,831,000 | +10.5% | 16,981 | -2.6% | 0.00% | 0.0% |
| Q4 2018 | $2,561,000 | +11.1% | 17,432 | +30.3% | 0.00% | 0.0% |
| Q3 2018 | $2,305,000 | +22.0% | 13,376 | +15.0% | 0.00% | 0.0% |
| Q2 2018 | $1,889,000 | +3.8% | 11,636 | -0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,820,000 | -29.3% | 11,637 | -28.5% | 0.00% | 0.0% |
| Q4 2017 | $2,576,000 | +0.5% | 16,279 | -5.2% | 0.00% | 0.0% |
| Q3 2017 | $2,563,000 | +5.4% | 17,174 | +1.7% | 0.00% | 0.0% |
| Q2 2017 | $2,431,000 | +2.7% | 16,881 | -0.2% | 0.00% | 0.0% |
| Q1 2017 | $2,366,000 | +9.6% | 16,907 | +2.8% | 0.00% | 0.0% |
| Q4 2016 | $2,158,000 | +8.9% | 16,449 | +6.4% | 0.00% | 0.0% |
| Q3 2016 | $1,982,000 | -10.6% | 15,464 | -13.5% | 0.00% | -33.3% |
| Q2 2016 | $2,217,000 | -47.4% | 17,884 | -48.7% | 0.00% | -25.0% |
| Q1 2016 | $4,216,000 | -0.7% | 34,879 | -1.2% | 0.00% | -20.0% |
| Q4 2015 | $4,247,000 | +33.3% | 35,297 | +26.2% | 0.01% | +25.0% |
| Q3 2015 | $3,186,000 | -3.5% | 27,978 | +5.0% | 0.00% | 0.0% |
| Q2 2015 | $3,303,000 | +2.8% | 26,643 | +2.7% | 0.00% | 0.0% |
| Q1 2015 | $3,213,000 | +1.7% | 25,941 | +0.4% | 0.00% | 0.0% |
| Q4 2014 | $3,160,000 | -28.9% | 25,839 | -32.1% | 0.00% | -20.0% |
| Q3 2014 | $4,442,000 | -5.8% | 38,042 | -5.0% | 0.01% | 0.0% |
| Q2 2014 | $4,716,000 | -5.6% | 40,060 | -9.9% | 0.01% | -16.7% |
| Q1 2014 | $4,994,000 | -7.2% | 44,461 | -8.6% | 0.01% | -14.3% |
| Q4 2013 | $5,382,000 | +34.3% | 48,639 | +22.8% | 0.01% | +16.7% |
| Q3 2013 | $4,007,000 | +4.3% | 39,609 | -0.6% | 0.01% | -14.3% |
| Q2 2013 | $3,841,000 | – | 39,839 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |