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 | $5,195,024 | -18.3% | 21,199 | -15.1% | 0.09% | -16.4% |
| Q2 2023 | $6,354,870 | +8.1% | 24,972 | 0.0% | 0.11% | +2.8% |
| Q1 2023 | $5,878,653 | +4.7% | 24,972 | -1.8% | 0.11% | -1.8% |
| Q4 2022 | $5,613,214 | +6.6% | 25,436 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $5,266,000 | -4.8% | 25,436 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $5,529,000 | -17.2% | 25,436 | 0.0% | 0.11% | -0.9% |
| Q1 2022 | $6,674,000 | -5.5% | 25,436 | 0.0% | 0.11% | -1.7% |
| Q4 2021 | $7,059,000 | +8.9% | 25,436 | 0.0% | 0.12% | -2.5% |
| Q3 2021 | $6,482,000 | -0.4% | 25,436 | 0.0% | 0.12% | +1.7% |
| Q2 2021 | $6,509,000 | +7.9% | 25,436 | 0.0% | 0.12% | -0.9% |
| Q1 2021 | $6,034,000 | +6.1% | 25,436 | 0.0% | 0.12% | -3.3% |
| Q4 2020 | $5,687,000 | +14.2% | 25,436 | 0.0% | 0.12% | +1.7% |
| Q3 2020 | $4,978,000 | +8.7% | 25,436 | 0.0% | 0.12% | -6.3% |
| Q2 2020 | $4,580,000 | +21.4% | 25,436 | 0.0% | 0.13% | +3.3% |
| Q1 2020 | $3,773,000 | -21.3% | 25,436 | 0.0% | 0.12% | -2.4% |
| Q4 2019 | $4,794,000 | +2.5% | 25,436 | -5.5% | 0.13% | -6.0% |
| Q3 2019 | $4,675,000 | -0.2% | 26,906 | -1.0% | 0.13% | -2.9% |
| Q2 2019 | $4,684,000 | -7.2% | 27,176 | -10.3% | 0.14% | -10.4% |
| Q1 2019 | $5,050,000 | +15.1% | 30,296 | +1.4% | 0.15% | +2.0% |
| Q4 2018 | $4,389,000 | -14.7% | 29,876 | 0.0% | 0.15% | -6.2% |
| Q3 2018 | $5,148,000 | +6.2% | 29,876 | 0.0% | 0.16% | +0.6% |
| Q2 2018 | $4,849,000 | -7.3% | 29,876 | -10.7% | 0.16% | -9.1% |
| Q1 2018 | $5,232,000 | +3.3% | 33,471 | +4.5% | 0.18% | -0.6% |
| Q4 2017 | $5,066,000 | +4.7% | 32,029 | -1.2% | 0.18% | +0.6% |
| Q3 2017 | $4,839,000 | +4.0% | 32,418 | +0.3% | 0.18% | -2.2% |
| Q2 2017 | $4,654,000 | +2.4% | 32,318 | -0.5% | 0.18% | -1.6% |
| Q1 2017 | $4,545,000 | +3.6% | 32,491 | -1.5% | 0.18% | -2.1% |
| Q4 2016 | $4,387,000 | +3.6% | 32,988 | -0.1% | 0.19% | +1.6% |
| Q3 2016 | $4,234,000 | +3.2% | 33,023 | -0.2% | 0.18% | +1.7% |
| Q2 2016 | $4,103,000 | -36.9% | 33,086 | -38.5% | 0.18% | -37.2% |
| Q1 2016 | $6,502,000 | +0.0% | 53,798 | -0.4% | 0.29% | -2.4% |
| Q4 2015 | $6,499,000 | +3.6% | 54,018 | -1.9% | 0.30% | -3.3% |
| Q3 2015 | $6,274,000 | -8.2% | 55,083 | -0.1% | 0.30% | +0.7% |
| Q2 2015 | $6,835,000 | -1.8% | 55,126 | -1.9% | 0.30% | -5.0% |
| Q1 2015 | $6,961,000 | +55.3% | 56,201 | +53.3% | 0.32% | +49.8% |
| Q4 2014 | $4,483,000 | +3.9% | 36,659 | -0.8% | 0.21% | +1.4% |
| Q3 2014 | $4,316,000 | -0.8% | 36,950 | 0.0% | 0.21% | -1.9% |
| Q2 2014 | $4,350,000 | +4.5% | 36,950 | -0.3% | 0.21% | +0.5% |
| Q1 2014 | $4,164,000 | +1.5% | 37,075 | 0.0% | 0.21% | +1.4% |
| Q4 2013 | $4,102,000 | +9.5% | 37,075 | +0.1% | 0.21% | +3.4% |
| Q3 2013 | $3,747,000 | +4.9% | 37,050 | 0.0% | 0.20% | +1.5% |
| Q2 2013 | $3,572,000 | – | 37,050 | – | 0.20% | – |
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% |