ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,194,598 | +22.0% | 8,955 | +26.7% | 0.03% | +21.7% |
| Q2 2023 | $1,799,296 | +55.8% | 7,070 | +44.1% | 0.02% | +53.3% |
| Q1 2023 | $1,155,037 | -85.2% | 4,906 | -86.1% | 0.02% | -86.2% |
| Q4 2022 | $7,806,330 | +1296.5% | 35,374 | +1209.2% | 0.11% | +1111.1% |
| Q3 2022 | $559,000 | -17.6% | 2,702 | -13.4% | 0.01% | -10.0% |
| Q2 2022 | $678,000 | +134.6% | 3,121 | +183.5% | 0.01% | +150.0% |
| Q1 2022 | $289,000 | -93.0% | 1,101 | -92.6% | 0.00% | -93.1% |
| Q4 2021 | $4,104,000 | +1911.8% | 14,789 | +1750.9% | 0.06% | +1833.3% |
| Q3 2021 | $204,000 | -91.9% | 799 | -92.9% | 0.00% | -93.5% |
| Q4 2020 | $2,506,000 | +36.9% | 11,209 | +15.4% | 0.05% | +35.3% |
| Q4 2019 | $1,830,000 | -18.6% | 9,710 | -36.6% | 0.03% | -37.0% |
| Q4 2018 | $2,249,000 | +742.3% | 15,306 | +806.2% | 0.05% | +800.0% |
| Q4 2017 | $267,000 | -91.5% | 1,689 | -93.5% | 0.01% | -94.2% |
| Q4 2015 | $3,138,000 | +108.6% | 26,081 | +112.1% | 0.10% | +110.2% |
| Q4 2014 | $1,504,000 | – | 12,298 | – | 0.05% | – |
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% |