ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,011,000 | +58.9% | 89,822 | +65.0% | 0.01% | +50.0% |
| Q2 2023 | $13,850,000 | -2.0% | 54,429 | -9.3% | 0.00% | 0.0% |
| Q1 2023 | $14,132,000 | -18.4% | 60,032 | -23.5% | 0.00% | -20.0% |
| Q4 2022 | $17,322,000 | +26.1% | 78,493 | +18.3% | 0.01% | +25.0% |
| Q3 2022 | $13,738,000 | -32.6% | 66,351 | -29.2% | 0.00% | -33.3% |
| Q2 2022 | $20,378,000 | +14.8% | 93,739 | +38.5% | 0.01% | +50.0% |
| Q1 2022 | $17,754,000 | -38.3% | 67,670 | -34.7% | 0.00% | -42.9% |
| Q4 2021 | $28,779,000 | +55.5% | 103,705 | +42.8% | 0.01% | +40.0% |
| Q3 2021 | $18,502,000 | -17.0% | 72,598 | -16.7% | 0.01% | -16.7% |
| Q2 2021 | $22,291,000 | +24.2% | 87,104 | +15.1% | 0.01% | +20.0% |
| Q1 2021 | $17,952,000 | +1.7% | 75,676 | -4.1% | 0.01% | 0.0% |
| Q4 2020 | $17,644,000 | +20.1% | 78,925 | +5.1% | 0.01% | 0.0% |
| Q3 2020 | $14,697,000 | -36.4% | 75,090 | -41.5% | 0.01% | -44.4% |
| Q2 2020 | $23,121,000 | +80.3% | 128,404 | +48.5% | 0.01% | +50.0% |
| Q1 2020 | $12,823,000 | -45.1% | 86,451 | -30.3% | 0.01% | -25.0% |
| Q4 2019 | $23,378,000 | +14.6% | 124,028 | +5.7% | 0.01% | 0.0% |
| Q3 2019 | $20,392,000 | -23.2% | 117,347 | -23.9% | 0.01% | -27.3% |
| Q2 2019 | $26,569,000 | -20.2% | 154,150 | -22.8% | 0.01% | -21.4% |
| Q1 2019 | $33,295,000 | +78.7% | 199,720 | +57.5% | 0.01% | +55.6% |
| Q4 2018 | $18,627,000 | -32.6% | 126,786 | -21.0% | 0.01% | -18.2% |
| Q3 2018 | $27,647,000 | +20.3% | 160,452 | +13.3% | 0.01% | +10.0% |
| Q2 2018 | $22,977,000 | +2.6% | 141,578 | -1.2% | 0.01% | 0.0% |
| Q1 2018 | $22,393,000 | +21.4% | 143,239 | +22.8% | 0.01% | +25.0% |
| Q4 2017 | $18,446,000 | +17.3% | 116,613 | +10.7% | 0.01% | 0.0% |
| Q3 2017 | $15,727,000 | +7.0% | 105,355 | +3.2% | 0.01% | 0.0% |
| Q2 2017 | $14,699,000 | +7.5% | 102,067 | +4.5% | 0.01% | +14.3% |
| Q1 2017 | $13,670,000 | -15.4% | 97,714 | -19.6% | 0.01% | -22.2% |
| Q4 2016 | $16,163,000 | +32.6% | 121,543 | +27.9% | 0.01% | +28.6% |
| Q3 2016 | $12,186,000 | -8.6% | 95,055 | -11.6% | 0.01% | -12.5% |
| Q2 2016 | $13,328,000 | -11.5% | 107,468 | -13.8% | 0.01% | -11.1% |
| Q1 2016 | $15,061,000 | -28.6% | 124,605 | -29.0% | 0.01% | -35.7% |
| Q4 2015 | $21,106,000 | +134.6% | 175,415 | +122.1% | 0.01% | +100.0% |
| Q3 2015 | $8,997,000 | -35.8% | 78,995 | -30.1% | 0.01% | -30.0% |
| Q2 2015 | $14,017,000 | +0.8% | 113,053 | +0.7% | 0.01% | 0.0% |
| Q1 2015 | $13,908,000 | +4.9% | 112,306 | +3.6% | 0.01% | +11.1% |
| Q4 2014 | $13,254,000 | +17.2% | 108,372 | +11.9% | 0.01% | +12.5% |
| Q3 2014 | $11,312,000 | -33.4% | 96,859 | -32.9% | 0.01% | -33.3% |
| Q2 2014 | $16,988,000 | +9.4% | 144,284 | +4.3% | 0.01% | +9.1% |
| Q1 2014 | $15,530,000 | +1.8% | 138,278 | +0.3% | 0.01% | 0.0% |
| Q4 2013 | $15,258,000 | +2.4% | 137,894 | -6.4% | 0.01% | 0.0% |
| Q3 2013 | $14,900,000 | +9.2% | 147,309 | +4.1% | 0.01% | -8.3% |
| Q2 2013 | $13,645,000 | – | 141,547 | – | 0.01% | – |
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% |