ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $7,659,000 | -18.1% | 42,538 | -32.5% | 0.90% | -26.8% |
| Q1 2020 | $9,353,000 | -38.7% | 63,056 | -22.1% | 1.23% | -23.0% |
| Q4 2019 | $15,261,000 | +8.0% | 80,967 | -0.4% | 1.60% | -1.8% |
| Q3 2019 | $14,128,000 | +0.8% | 81,302 | 0.0% | 1.63% | +5.6% |
| Q2 2019 | $14,013,000 | +3.4% | 81,302 | 0.0% | 1.54% | -1.8% |
| Q1 2019 | $13,553,000 | +3633.6% | 81,302 | +3442.6% | 1.57% | +2657.9% |
| Q4 2017 | $363,000 | +5.8% | 2,295 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $343,000 | +3.6% | 2,295 | 0.0% | 0.06% | -41.8% |
| Q2 2017 | $331,000 | +3.1% | 2,295 | 0.0% | 0.10% | -3.0% |
| Q1 2017 | $321,000 | +5.2% | 2,295 | 0.0% | 0.10% | -9.8% |
| Q4 2016 | $305,000 | +3.7% | 2,295 | 0.0% | 0.11% | -10.4% |
| Q3 2016 | $294,000 | -4.9% | 2,295 | -8.0% | 0.12% | -8.1% |
| Q2 2016 | $309,000 | +2.7% | 2,494 | 0.0% | 0.14% | -4.2% |
| Q1 2016 | $301,000 | +0.3% | 2,494 | 0.0% | 0.14% | +5.2% |
| Q4 2015 | $300,000 | +17.2% | 2,494 | +11.0% | 0.14% | +3.1% |
| Q3 2015 | $256,000 | -8.2% | 2,247 | 0.0% | 0.13% | +5.6% |
| Q2 2015 | $279,000 | +12.5% | 2,247 | +12.0% | 0.12% | +11.7% |
| Q1 2015 | $248,000 | -17.1% | 2,006 | -18.0% | 0.11% | -31.9% |
| Q4 2014 | $299,000 | -3.2% | 2,446 | -7.6% | 0.16% | -6.3% |
| Q3 2014 | $309,000 | -1.0% | 2,646 | 0.0% | 0.17% | 0.0% |
| Q2 2014 | $312,000 | +13.5% | 2,646 | +8.2% | 0.17% | +2.4% |
| Q1 2014 | $275,000 | -2.1% | 2,446 | -18.7% | 0.17% | -23.1% |
| Q1 2013 | $281,000 | +35.7% | 3,008 | +22.9% | 0.22% | -5.2% |
| Q4 2012 | $207,000 | – | 2,448 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |