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 | $7,219 | -99.8% | 29 | -99.9% | 0.00% | -99.8% |
| Q1 2020 | $3,111,000 | -17.3% | 20,975 | +5.1% | 0.65% | -9.3% |
| Q4 2019 | $3,761,000 | +4.7% | 19,955 | -3.4% | 0.72% | -2.6% |
| Q3 2019 | $3,591,000 | -0.7% | 20,667 | -1.5% | 0.74% | -0.5% |
| Q2 2019 | $3,617,000 | +2.7% | 20,983 | -0.7% | 0.74% | -2.8% |
| Q1 2019 | $3,523,000 | +9.2% | 21,131 | -3.8% | 0.76% | -12.2% |
| Q4 2018 | $3,227,000 | -12.4% | 21,964 | +2.8% | 0.87% | +14.0% |
| Q3 2018 | $3,682,000 | +4.1% | 21,367 | -2.0% | 0.76% | -8.0% |
| Q2 2018 | $3,538,000 | +20.4% | 21,800 | +16.0% | 0.83% | +17.3% |
| Q1 2018 | $2,938,000 | -2.3% | 18,792 | -1.2% | 0.71% | -0.4% |
| Q4 2017 | $3,008,000 | +3.7% | 19,015 | -2.1% | 0.71% | -3.1% |
| Q3 2017 | $2,901,000 | +7.7% | 19,432 | +3.9% | 0.73% | +2.8% |
| Q2 2017 | $2,694,000 | +0.5% | 18,707 | -2.3% | 0.71% | 0.0% |
| Q1 2017 | $2,680,000 | +2.2% | 19,156 | -2.8% | 0.71% | -3.3% |
| Q4 2016 | $2,622,000 | +1.9% | 19,714 | -1.8% | 0.74% | +1.4% |
| Q3 2016 | $2,574,000 | +1.8% | 20,079 | -1.5% | 0.73% | -1.2% |
| Q2 2016 | $2,529,000 | +12.6% | 20,388 | +9.7% | 0.74% | +6.4% |
| Q1 2016 | $2,246,000 | +0.9% | 18,582 | +0.5% | 0.69% | +2.7% |
| Q4 2015 | $2,225,000 | +2.8% | 18,494 | -2.7% | 0.67% | -8.1% |
| Q3 2015 | $2,164,000 | -7.9% | 19,002 | +0.2% | 0.73% | +14.0% |
| Q2 2015 | $2,350,000 | -0.1% | 18,955 | -0.2% | 0.64% | -1.2% |
| Q1 2015 | $2,353,000 | -2.2% | 18,996 | -3.5% | 0.65% | +3.5% |
| Q4 2014 | $2,406,000 | +0.2% | 19,677 | -4.3% | 0.63% | -3.8% |
| Q3 2014 | $2,402,000 | -0.9% | 20,569 | -0.1% | 0.65% | +0.3% |
| Q2 2014 | $2,425,000 | +3.1% | 20,592 | -1.6% | 0.65% | -1.1% |
| Q1 2014 | $2,351,000 | -2.0% | 20,929 | -3.5% | 0.66% | -0.6% |
| Q4 2013 | $2,399,000 | +6.5% | 21,679 | -2.7% | 0.66% | -9.7% |
| Q3 2013 | $2,253,000 | +4.4% | 22,272 | -0.5% | 0.73% | 0.0% |
| Q2 2013 | $2,159,000 | -3.2% | 22,392 | -6.2% | 0.73% | -3.0% |
| Q1 2013 | $2,231,000 | – | 23,874 | – | 0.76% | – |
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% |