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 2017 | $316,000 | +3.6% | 2,115 | 0.0% | 0.13% | -1.6% |
Q2 2017 | $305,000 | +3.0% | 2,115 | 0.0% | 0.13% | -0.8% |
Q1 2017 | $296,000 | -3.0% | 2,115 | -7.6% | 0.13% | -4.4% |
Q4 2016 | $305,000 | +3.7% | 2,290 | 0.0% | 0.14% | 0.0% |
Q3 2016 | $294,000 | +3.5% | 2,290 | 0.0% | 0.14% | +3.8% |
Q2 2016 | $284,000 | +2.5% | 2,290 | 0.0% | 0.13% | +2.4% |
Q1 2016 | $277,000 | +0.4% | 2,290 | 0.0% | 0.13% | -3.8% |
Q4 2015 | $276,000 | +5.7% | 2,290 | 0.0% | 0.13% | -2.2% |
Q3 2015 | $261,000 | -8.1% | 2,290 | 0.0% | 0.14% | +7.1% |
Q2 2015 | $284,000 | 0.0% | 2,290 | 0.0% | 0.13% | +5.0% |
Q1 2015 | $284,000 | +1.4% | 2,290 | 0.0% | 0.12% | +15.4% |
Q4 2014 | $280,000 | +4.9% | 2,290 | 0.0% | 0.10% | +3.0% |
Q3 2014 | $267,000 | -1.1% | 2,290 | 0.0% | 0.10% | 0.0% |
Q2 2014 | $270,000 | -1.5% | 2,290 | -6.1% | 0.10% | -6.5% |
Q1 2014 | $274,000 | +1.5% | 2,440 | 0.0% | 0.11% | +0.9% |
Q4 2013 | $270,000 | +9.3% | 2,440 | 0.0% | 0.11% | +0.9% |
Q3 2013 | $247,000 | +5.1% | 2,440 | 0.0% | 0.11% | 0.0% |
Q2 2013 | $235,000 | – | 2,440 | – | 0.11% | – |
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% |