ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,496,591 | -3.7% | 22,430 | 0.0% | 0.31% | +1.6% |
| Q2 2023 | $5,707,878 | +8.1% | 22,430 | +0.0% | 0.31% | -0.6% |
| Q1 2023 | $5,278,933 | +4.4% | 22,424 | -2.2% | 0.31% | -4.9% |
| Q4 2022 | $5,057,383 | +6.5% | 22,917 | -0.1% | 0.32% | -3.0% |
| Q3 2022 | $4,749,000 | -6.4% | 22,937 | -1.7% | 0.34% | -3.2% |
| Q2 2022 | $5,073,000 | -21.0% | 23,334 | -4.6% | 0.35% | -6.0% |
| Q1 2022 | $6,420,000 | -5.8% | 24,470 | -0.3% | 0.37% | -3.9% |
| Q4 2021 | $6,814,000 | +8.9% | 24,554 | +0.0% | 0.38% | -0.8% |
| Q3 2021 | $6,256,000 | +0.5% | 24,546 | +0.9% | 0.39% | +1.6% |
| Q2 2021 | $6,223,000 | +97.9% | 24,316 | +83.5% | 0.38% | +58.3% |
| Q1 2021 | $3,144,000 | -42.1% | 13,251 | -45.5% | 0.24% | -34.8% |
| Q4 2020 | $5,434,000 | +109.6% | 24,307 | +83.6% | 0.37% | +59.3% |
| Q3 2020 | $2,592,000 | +8.5% | 13,242 | -0.2% | 0.23% | +1.8% |
| Q2 2020 | $2,390,000 | +21.5% | 13,271 | +0.1% | 0.23% | +2.7% |
| Q1 2020 | $1,967,000 | -21.3% | 13,260 | 0.0% | 0.22% | -10.2% |
| Q4 2019 | $2,499,000 | +7.3% | 13,260 | -1.1% | 0.25% | +1.2% |
| Q3 2019 | $2,330,000 | +0.8% | 13,410 | 0.0% | 0.24% | -4.0% |
| Q2 2019 | $2,311,000 | -2.2% | 13,410 | -5.4% | 0.25% | -13.9% |
| Q1 2019 | $2,364,000 | +13.2% | 14,181 | -0.3% | 0.29% | -0.3% |
| Q4 2018 | $2,089,000 | -21.2% | 14,218 | -7.6% | 0.30% | -9.8% |
| Q3 2018 | $2,650,000 | +9.1% | 15,381 | +2.7% | 0.33% | -0.6% |
| Q2 2018 | $2,430,000 | +5.1% | 14,971 | +1.2% | 0.33% | +3.1% |
| Q1 2018 | $2,312,000 | +3.1% | 14,790 | +4.4% | 0.32% | +2.6% |
| Q4 2017 | $2,242,000 | +7.0% | 14,172 | +0.9% | 0.31% | -0.3% |
| Q3 2017 | $2,096,000 | +1.9% | 14,039 | -1.7% | 0.31% | -10.9% |
| Q2 2017 | $2,056,000 | +3.8% | 14,279 | +0.8% | 0.35% | -1.7% |
| Q1 2017 | $1,981,000 | +7.9% | 14,162 | +2.6% | 0.36% | -1.1% |
| Q4 2016 | $1,836,000 | +76.2% | 13,805 | +69.9% | 0.36% | +70.6% |
| Q3 2016 | $1,042,000 | +48.9% | 8,126 | +44.0% | 0.21% | +36.1% |
| Q2 2016 | $700,000 | +41.4% | 5,643 | +37.7% | 0.16% | +32.5% |
| Q1 2016 | $495,000 | +0.4% | 4,097 | 0.0% | 0.12% | -0.8% |
| Q4 2015 | $493,000 | +5.6% | 4,097 | 0.0% | 0.12% | -1.7% |
| Q3 2015 | $467,000 | -8.1% | 4,097 | 0.0% | 0.12% | -1.6% |
| Q2 2015 | $508,000 | +14.4% | 4,097 | +14.4% | 0.12% | +13.0% |
| Q1 2015 | $444,000 | +1.4% | 3,582 | 0.0% | 0.11% | -1.8% |
| Q4 2014 | $438,000 | +4.8% | 3,582 | 0.0% | 0.11% | -6.0% |
| Q3 2014 | $418,000 | -0.9% | 3,582 | 0.0% | 0.12% | -1.7% |
| Q2 2014 | $422,000 | +5.0% | 3,582 | 0.0% | 0.12% | +3.5% |
| Q1 2014 | $402,000 | -12.6% | 3,582 | -13.9% | 0.12% | -12.2% |
| Q4 2013 | $460,000 | -67.5% | 4,158 | -70.3% | 0.13% | -70.4% |
| Q3 2013 | $1,417,000 | +4.2% | 14,009 | -0.7% | 0.44% | -6.8% |
| Q2 2013 | $1,360,000 | – | 14,104 | – | 0.47% | – |
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% |