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 | $5,123,224 | -6.6% | 20,906 | -3.0% | 0.00% | 0.0% |
| Q2 2023 | $5,487,352 | +51.0% | 21,563 | +39.7% | 0.00% | 0.0% |
| Q1 2023 | $3,633,553 | -37.6% | 15,435 | -41.5% | 0.00% | -33.3% |
| Q4 2022 | $5,824,628 | +86.1% | 26,394 | +74.6% | 0.00% | +50.0% |
| Q3 2022 | $3,130,000 | +0.5% | 15,117 | +5.5% | 0.00% | +100.0% |
| Q2 2022 | $3,115,000 | -14.4% | 14,331 | +3.4% | 0.00% | 0.0% |
| Q1 2022 | $3,638,000 | -4.6% | 13,865 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $3,814,000 | +9.0% | 13,744 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $3,500,000 | +6.9% | 13,733 | +7.3% | 0.00% | 0.0% |
| Q2 2021 | $3,274,000 | +15.2% | 12,794 | +6.8% | 0.00% | 0.0% |
| Q1 2021 | $2,841,000 | +6.1% | 11,975 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,677,000 | +17.3% | 11,975 | +2.7% | 0.00% | 0.0% |
| Q3 2020 | $2,282,000 | +14.4% | 11,659 | +5.2% | 0.00% | 0.0% |
| Q2 2020 | $1,995,000 | +21.4% | 11,080 | +0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,643,000 | -21.3% | 11,076 | +0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,088,000 | -8.6% | 11,075 | -15.8% | 0.00% | 0.0% |
| Q3 2019 | $2,284,000 | -2.5% | 13,146 | -3.3% | 0.00% | 0.0% |
| Q2 2019 | $2,342,000 | +3.4% | 13,589 | +0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,265,000 | +12.5% | 13,586 | -0.8% | 0.00% | 0.0% |
| Q4 2018 | $2,013,000 | -15.4% | 13,702 | -0.8% | 0.00% | -50.0% |
| Q3 2018 | $2,380,000 | +4.9% | 13,815 | -1.2% | 0.00% | 0.0% |
| Q2 2018 | $2,269,000 | +7.7% | 13,982 | +3.8% | 0.00% | 0.0% |
| Q1 2018 | $2,106,000 | -0.8% | 13,469 | +0.4% | 0.00% | 0.0% |
| Q4 2017 | $2,122,000 | +6.0% | 13,415 | +0.0% | 0.00% | +100.0% |
| Q3 2017 | $2,002,000 | +2.5% | 13,413 | -1.1% | 0.00% | -50.0% |
| Q2 2017 | $1,953,000 | +64.7% | 13,562 | +60.0% | 0.00% | +100.0% |
| Q1 2017 | $1,186,000 | +5.2% | 8,476 | +0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,127,000 | +9.7% | 8,474 | +5.8% | 0.00% | 0.0% |
| Q3 2016 | $1,027,000 | +3.4% | 8,008 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $993,000 | +4865.0% | 8,008 | +4905.0% | 0.00% | – |
| Q1 2015 | $20,000 | -73.7% | 160 | -74.4% | 0.00% | – |
| Q4 2014 | $76,000 | +40.7% | 625 | +34.4% | 0.00% | – |
| Q3 2014 | $54,000 | -1.8% | 465 | 0.0% | 0.00% | – |
| Q2 2014 | $55,000 | – | 465 | – | 0.00% | – |
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% |