ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,465,417 | -4.1% | 148,802 | -0.4% | 0.29% | +1.1% |
| Q2 2023 | $38,013,458 | +7.3% | 149,377 | -0.8% | 0.28% | +2.2% |
| Q1 2023 | $35,437,914 | +6.7% | 150,537 | -0.0% | 0.28% | +3.0% |
| Q4 2022 | $33,222,711 | +6.3% | 150,547 | -0.3% | 0.27% | -0.7% |
| Q3 2022 | $31,267,000 | -5.8% | 151,020 | -1.1% | 0.27% | +0.7% |
| Q2 2022 | $33,204,000 | -17.3% | 152,740 | -0.2% | 0.27% | -1.8% |
| Q1 2022 | $40,161,000 | -5.9% | 153,070 | -0.5% | 0.28% | -1.4% |
| Q4 2021 | $42,691,000 | +8.9% | 153,842 | +0.0% | 0.28% | +0.7% |
| Q3 2021 | $39,187,000 | -0.8% | 153,767 | -0.3% | 0.28% | -1.1% |
| Q2 2021 | $39,487,000 | +7.7% | 154,298 | -0.1% | 0.28% | +0.4% |
| Q1 2021 | $36,650,000 | +4.8% | 154,492 | -1.2% | 0.28% | -1.4% |
| Q4 2020 | $34,957,000 | +15.7% | 156,372 | +1.3% | 0.28% | +3.7% |
| Q3 2020 | $30,202,000 | +7.6% | 154,316 | -1.0% | 0.27% | -0.4% |
| Q2 2020 | $28,079,000 | +22.1% | 155,942 | +0.5% | 0.27% | -1.8% |
| Q1 2020 | $23,005,000 | -20.7% | 155,092 | +0.7% | 0.28% | +1.1% |
| Q4 2019 | $29,026,000 | +8.7% | 153,992 | +0.2% | 0.28% | +0.7% |
| Q3 2019 | $26,713,000 | +2.4% | 153,727 | +1.5% | 0.27% | -6.5% |
| Q2 2019 | $26,097,000 | +8.1% | 151,407 | +4.5% | 0.29% | +2.4% |
| Q1 2019 | $24,148,000 | +12.9% | 144,862 | -0.5% | 0.29% | +5.1% |
| Q4 2018 | $21,393,000 | -16.1% | 145,612 | -1.6% | 0.27% | -10.2% |
| Q3 2018 | $25,487,000 | +5.5% | 147,927 | -0.6% | 0.30% | -1.3% |
| Q2 2018 | $24,153,000 | -48.6% | 148,827 | -50.5% | 0.31% | -1.0% |
| Q1 2018 | $46,970,000 | +97.5% | 300,434 | +99.8% | 0.31% | 0.0% |
| Q4 2017 | $23,786,000 | +4.8% | 150,382 | -1.0% | 0.31% | +0.6% |
| Q3 2017 | $22,686,000 | +3.3% | 151,969 | -0.3% | 0.31% | 0.0% |
| Q2 2017 | $21,952,000 | +5.5% | 152,418 | +2.5% | 0.31% | +3.7% |
| Q1 2017 | $20,798,000 | +2.6% | 148,666 | -2.5% | 0.30% | -2.0% |
| Q4 2016 | $20,269,000 | +3.5% | 152,422 | -0.2% | 0.30% | -0.7% |
| Q3 2016 | $19,581,000 | +3.2% | 152,747 | -0.1% | 0.30% | +1.7% |
| Q2 2016 | $18,965,000 | +3.0% | 152,912 | +0.4% | 0.30% | -2.0% |
| Q1 2016 | $18,408,000 | +1.1% | 152,308 | +0.6% | 0.31% | +0.3% |
| Q4 2015 | $18,206,000 | +5.7% | 151,333 | +0.1% | 0.30% | +3.0% |
| Q3 2015 | $17,223,000 | -7.7% | 151,228 | +0.4% | 0.30% | +1.4% |
| Q2 2015 | $18,665,000 | -4.7% | 150,552 | -4.8% | 0.29% | -3.9% |
| Q1 2015 | $19,591,000 | +3.5% | 158,182 | +2.2% | 0.30% | +1.7% |
| Q4 2014 | $18,935,000 | +7.1% | 154,838 | +2.3% | 0.30% | +2.4% |
| Q3 2014 | $17,677,000 | -1.0% | 151,360 | -0.2% | 0.29% | 0.0% |
| Q2 2014 | $17,849,000 | +4.1% | 151,595 | -0.7% | 0.29% | 0.0% |
| Q1 2014 | $17,149,000 | +0.3% | 152,698 | -1.2% | 0.29% | -1.4% |
| Q4 2013 | $17,096,000 | +8.9% | 154,500 | -0.5% | 0.30% | +4.6% |
| Q3 2013 | $15,705,000 | +5.1% | 155,275 | +0.2% | 0.28% | +1.8% |
| Q2 2013 | $14,938,000 | -0.6% | 154,955 | -3.7% | 0.28% | -5.1% |
| Q1 2013 | $15,034,000 | – | 160,860 | – | 0.29% | – |
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% |