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 | $2,553 | -6.6% | 10,417 | -3.0% | 0.01% | 0.0% |
| Q2 2023 | $2,734 | +9.2% | 10,743 | +1.0% | 0.01% | -11.1% |
| Q1 2023 | $2,504 | +5.3% | 10,635 | -1.3% | 0.01% | 0.0% |
| Q4 2022 | $2,378 | -99.9% | 10,776 | +2.0% | 0.01% | 0.0% |
| Q3 2022 | $2,187,000 | -6.1% | 10,562 | -1.4% | 0.01% | -10.0% |
| Q2 2022 | $2,328,000 | -20.8% | 10,707 | -4.4% | 0.01% | -9.1% |
| Q1 2022 | $2,940,000 | -3.0% | 11,205 | +2.6% | 0.01% | -8.3% |
| Q4 2021 | $3,031,000 | +11.2% | 10,923 | +2.1% | 0.01% | +9.1% |
| Q3 2021 | $2,725,000 | -3.0% | 10,694 | -2.5% | 0.01% | -15.4% |
| Q2 2021 | $2,808,000 | +14.8% | 10,972 | +6.3% | 0.01% | 0.0% |
| Q1 2021 | $2,447,000 | +1.9% | 10,319 | -4.0% | 0.01% | -7.1% |
| Q4 2020 | $2,402,000 | +10.2% | 10,746 | -3.5% | 0.01% | 0.0% |
| Q3 2020 | $2,180,000 | +3.7% | 11,137 | -4.6% | 0.01% | 0.0% |
| Q2 2020 | $2,103,000 | +15.8% | 11,678 | -4.6% | 0.01% | -6.7% |
| Q1 2020 | $1,816,000 | -22.0% | 12,245 | -0.8% | 0.02% | -6.2% |
| Q4 2019 | $2,327,000 | +11.8% | 12,344 | +3.0% | 0.02% | -5.9% |
| Q3 2019 | $2,082,000 | +8.6% | 11,980 | +7.7% | 0.02% | +6.2% |
| Q2 2019 | $1,917,000 | +3.3% | 11,124 | -0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,855,000 | -49.7% | 11,127 | -55.6% | 0.02% | -11.1% |
| Q4 2018 | $3,686,000 | +98.7% | 25,088 | +133.1% | 0.02% | +12.5% |
| Q3 2018 | $1,855,000 | -48.7% | 10,765 | -51.6% | 0.02% | -5.9% |
| Q2 2018 | $3,614,000 | +107.5% | 22,264 | +99.8% | 0.02% | 0.0% |
| Q1 2018 | $1,742,000 | -5.5% | 11,141 | -4.5% | 0.02% | -10.5% |
| Q4 2017 | $1,844,000 | +6.9% | 11,660 | +0.8% | 0.02% | +5.6% |
| Q3 2017 | $1,725,000 | +6.4% | 11,562 | +2.7% | 0.02% | 0.0% |
| Q2 2017 | $1,622,000 | +3.2% | 11,263 | +0.2% | 0.02% | +5.9% |
| Q1 2017 | $1,572,000 | +4.9% | 11,235 | -0.3% | 0.02% | -5.6% |
| Q4 2016 | $1,499,000 | +13.6% | 11,273 | +9.6% | 0.02% | +5.9% |
| Q3 2016 | $1,319,000 | +132.2% | 10,288 | +113.4% | 0.02% | +112.5% |
| Q2 2014 | $568,000 | +7.0% | 4,822 | +1.9% | 0.01% | 0.0% |
| Q1 2014 | $531,000 | +30.5% | 4,730 | +28.6% | 0.01% | +14.3% |
| Q4 2013 | $407,000 | -52.3% | 3,679 | -56.4% | 0.01% | -56.2% |
| Q3 2013 | $853,000 | +49.4% | 8,439 | +42.5% | 0.02% | +45.5% |
| Q2 2013 | $571,000 | – | 5,922 | – | 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% |