ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,563,374 | +7.4% | 34,944 | +11.6% | 0.30% | +12.2% |
| Q2 2023 | $7,970,563 | +8.1% | 31,321 | 0.0% | 0.27% | -0.4% |
| Q1 2023 | $7,373,273 | +0.6% | 31,321 | -5.7% | 0.27% | -6.2% |
| Q4 2022 | $7,331,206 | +6.6% | 33,221 | 0.0% | 0.29% | -1.4% |
| Q3 2022 | $6,878,000 | -4.8% | 33,221 | 0.0% | 0.29% | -1.7% |
| Q2 2022 | $7,222,000 | -17.6% | 33,221 | -0.5% | 0.30% | -6.3% |
| Q1 2022 | $8,763,000 | -5.4% | 33,400 | 0.0% | 0.32% | -5.9% |
| Q4 2021 | $9,268,000 | +32.7% | 33,400 | +21.9% | 0.34% | +18.2% |
| Q3 2021 | $6,983,000 | -0.4% | 27,400 | 0.0% | 0.29% | -2.1% |
| Q2 2021 | $7,012,000 | -11.5% | 27,400 | -18.0% | 0.29% | -17.5% |
| Q1 2021 | $7,923,000 | +6.1% | 33,400 | 0.0% | 0.35% | -5.3% |
| Q4 2020 | $7,467,000 | +14.2% | 33,400 | 0.0% | 0.37% | -0.8% |
| Q3 2020 | $6,537,000 | +8.7% | 33,400 | 0.0% | 0.38% | -0.5% |
| Q2 2020 | $6,014,000 | +136.2% | 33,400 | +94.6% | 0.38% | +93.4% |
| Q1 2020 | $2,546,000 | -27.8% | 17,166 | -8.3% | 0.20% | -12.9% |
| Q4 2019 | $3,527,000 | +8.5% | 18,713 | 0.0% | 0.22% | -0.9% |
| Q3 2019 | $3,252,000 | -51.0% | 18,713 | -51.4% | 0.23% | -52.0% |
| Q2 2019 | $6,638,000 | +112.8% | 38,513 | +105.8% | 0.47% | +105.7% |
| Q1 2019 | $3,119,000 | +15.3% | 18,713 | +1.7% | 0.23% | +3.1% |
| Q4 2018 | $2,705,000 | -14.7% | 18,409 | 0.0% | 0.22% | -3.5% |
| Q3 2018 | $3,172,000 | +6.2% | 18,409 | -0.0% | 0.23% | -1.3% |
| Q2 2018 | $2,988,000 | +8.3% | 18,411 | +4.3% | 0.23% | +3.5% |
| Q1 2018 | $2,759,000 | +4.4% | 17,649 | +5.6% | 0.23% | 0.0% |
| Q4 2017 | $2,643,000 | +6.0% | 16,708 | 0.0% | 0.23% | -2.6% |
| Q3 2017 | $2,494,000 | +3.7% | 16,708 | 0.0% | 0.23% | -0.4% |
| Q2 2017 | $2,406,000 | -0.9% | 16,708 | -3.7% | 0.23% | -4.1% |
| Q1 2017 | $2,428,000 | +5.2% | 17,355 | 0.0% | 0.24% | -0.8% |
| Q4 2016 | $2,308,000 | +1.7% | 17,355 | -2.0% | 0.24% | -5.0% |
| Q3 2016 | $2,270,000 | +0.9% | 17,710 | -2.3% | 0.26% | +0.4% |
| Q2 2016 | $2,249,000 | +4.7% | 18,135 | +2.0% | 0.26% | +2.4% |
| Q1 2016 | $2,149,000 | +0.5% | 17,780 | 0.0% | 0.25% | 0.0% |
| Q4 2015 | $2,139,000 | 0.0% | 17,780 | -5.3% | 0.25% | -4.2% |
| Q3 2015 | $2,139,000 | +0.0% | 18,780 | +8.9% | 0.26% | +10.1% |
| Q2 2015 | $2,138,000 | -1.0% | 17,242 | -1.1% | 0.24% | -0.4% |
| Q1 2015 | $2,160,000 | +0.9% | 17,442 | -0.4% | 0.24% | -0.4% |
| Q4 2014 | $2,141,000 | +0.2% | 17,510 | -4.3% | 0.24% | -2.4% |
| Q3 2014 | $2,137,000 | -6.5% | 18,294 | -5.8% | 0.25% | -3.9% |
| Q2 2014 | $2,285,000 | +26.0% | 19,411 | +20.2% | 0.26% | +20.8% |
| Q1 2014 | $1,813,000 | +7.5% | 16,145 | +5.9% | 0.21% | +4.4% |
| Q4 2013 | $1,686,000 | +9.4% | 15,240 | 0.0% | 0.20% | -1.9% |
| Q3 2013 | $1,541,000 | +6.3% | 15,240 | +1.3% | 0.21% | -1.0% |
| Q2 2013 | $1,450,000 | – | 15,040 | – | 0.21% | – |
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% |