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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $746,340 | -30.3% | 3,382 | -12.4% | 0.01% | 0.0% |
| Q4 2021 | $1,071,000 | +236.8% | 3,859 | +171.0% | 0.01% | +150.0% |
| Q4 2020 | $318,000 | -17.8% | 1,424 | -30.6% | 0.00% | 0.0% |
| Q4 2019 | $387,000 | +53.6% | 2,053 | +41.6% | 0.00% | +100.0% |
| Q3 2019 | $252,000 | -96.8% | 1,450 | -97.3% | 0.00% | -97.7% |
| Q4 2018 | $7,953,000 | +1409.1% | 54,132 | +1525.1% | 0.04% | +2100.0% |
| Q4 2017 | $527,000 | +36.5% | 3,331 | +14.7% | 0.00% | 0.0% |
| Q4 2016 | $386,000 | -90.2% | 2,903 | -91.1% | 0.00% | -87.5% |
| Q4 2015 | $3,936,000 | +65.0% | 32,718 | +67.8% | 0.02% | +100.0% |
| Q4 2014 | $2,385,000 | – | 19,500 | – | 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% |