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 | $323,969 | -4.1% | 1,322 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $337,949 | -16.5% | 1,328 | -22.8% | 0.01% | -25.0% |
| Q1 2023 | $404,905 | +90685.9% | 1,720 | -14.9% | 0.01% | -42.9% |
| Q4 2022 | $446 | -99.9% | 2,022 | +2.6% | 0.01% | +7.7% |
| Q3 2022 | $408,000 | -20.8% | 1,971 | -16.8% | 0.01% | -27.8% |
| Q2 2022 | $515,000 | -25.5% | 2,368 | -10.1% | 0.02% | -33.3% |
| Q1 2022 | $691,000 | -6.4% | 2,634 | -0.9% | 0.03% | -6.9% |
| Q4 2021 | $738,000 | -30.8% | 2,659 | -36.4% | 0.03% | -43.1% |
| Q3 2021 | $1,066,000 | 0.0% | 4,181 | +0.4% | 0.05% | 0.0% |
| Q2 2021 | $1,066,000 | -8.6% | 4,164 | -15.3% | 0.05% | -7.3% |
| Q1 2021 | $1,166,000 | -11.4% | 4,916 | -16.5% | 0.06% | -17.9% |
| Q4 2020 | $1,316,000 | +11.6% | 5,885 | -2.3% | 0.07% | -19.3% |
| Q3 2020 | $1,179,000 | -89.7% | 6,026 | -90.5% | 0.08% | -91.3% |
| Q2 2020 | $11,477,000 | +3566.8% | 63,737 | +3299.3% | 0.96% | +2640.0% |
| Q1 2019 | $313,000 | +13.8% | 1,875 | 0.0% | 0.04% | +6.1% |
| Q4 2018 | $275,000 | -14.9% | 1,875 | 0.0% | 0.03% | -8.3% |
| Q3 2018 | $323,000 | -30.8% | 1,875 | -34.8% | 0.04% | -36.8% |
| Q2 2018 | $467,000 | +4.0% | 2,875 | 0.0% | 0.06% | -6.6% |
| Q1 2018 | $449,000 | – | 2,875 | – | 0.06% | – |
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% |