ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,767,373 | -3.7% | 7,212 | 0.0% | 0.07% | 0.0% |
Q2 2023 | $1,835,310 | -17.4% | 7,212 | -23.6% | 0.07% | -24.1% |
Q1 2023 | $2,223,213 | +6.7% | 9,444 | 0.0% | 0.09% | +3.6% |
Q4 2022 | $2,084,102 | +6.6% | 9,444 | 0.0% | 0.08% | -1.2% |
Q3 2022 | $1,955,000 | -4.8% | 9,444 | 0.0% | 0.08% | -3.4% |
Q2 2022 | $2,053,000 | -8.7% | 9,444 | +10.2% | 0.09% | +3.5% |
Q1 2022 | $2,248,000 | +5.5% | 8,569 | +11.7% | 0.08% | +10.4% |
Q4 2021 | $2,130,000 | +7.3% | 7,674 | -1.5% | 0.08% | -4.9% |
Q3 2021 | $1,986,000 | -4.1% | 7,794 | -3.7% | 0.08% | -3.6% |
Q2 2021 | $2,071,000 | +11.3% | 8,094 | +3.3% | 0.08% | +2.4% |
Q1 2021 | $1,860,000 | +26.2% | 7,839 | +18.9% | 0.08% | +22.4% |
Q4 2020 | $1,474,000 | +14.3% | 6,592 | 0.0% | 0.07% | +6.3% |
Q3 2020 | $1,290,000 | +8.7% | 6,592 | 0.0% | 0.06% | -1.6% |
Q2 2020 | $1,187,000 | +21.4% | 6,592 | 0.0% | 0.06% | +1.6% |
Q1 2020 | $978,000 | -21.6% | 6,592 | -0.5% | 0.06% | -7.4% |
Q4 2019 | $1,248,000 | +8.4% | 6,622 | 0.0% | 0.07% | +4.6% |
Q3 2019 | $1,151,000 | +0.9% | 6,622 | 0.0% | 0.06% | -1.5% |
Q2 2019 | $1,141,000 | +3.4% | 6,622 | 0.0% | 0.07% | -1.5% |
Q1 2019 | $1,104,000 | +13.5% | 6,622 | 0.0% | 0.07% | 0.0% |
Q4 2018 | $973,000 | -14.7% | 6,622 | 0.0% | 0.07% | 0.0% |
Q3 2018 | $1,141,000 | +6.1% | 6,622 | 0.0% | 0.07% | -8.2% |
Q2 2018 | $1,075,000 | – | 6,622 | – | 0.07% | – |
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% |