ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,834,011 | +4.1% | 19,726 | +8.1% | 0.01% | +120.0% |
| Q2 2023 | $4,643,154 | +7.7% | 18,246 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $4,311,642 | +72.5% | 18,316 | -28.9% | 0.01% | -37.5% |
| Q4 2022 | $2,499,296 | +69.6% | 25,745 | +261.6% | 0.01% | +100.0% |
| Q3 2022 | $1,474,000 | -12.0% | 7,120 | -7.6% | 0.00% | 0.0% |
| Q2 2022 | $1,675,000 | -28.9% | 7,702 | -14.2% | 0.00% | -20.0% |
| Q1 2022 | $2,355,000 | +26.0% | 8,975 | +33.3% | 0.01% | +25.0% |
| Q4 2021 | $1,869,000 | +56.5% | 6,735 | +43.8% | 0.00% | +33.3% |
| Q3 2021 | $1,194,000 | -30.4% | 4,685 | -30.2% | 0.00% | -25.0% |
| Q2 2021 | $1,716,000 | -25.5% | 6,708 | -30.9% | 0.00% | -33.3% |
| Q1 2021 | $2,303,000 | +9.8% | 9,708 | +3.5% | 0.01% | 0.0% |
| Q4 2020 | $2,098,000 | +43.7% | 9,383 | +19.4% | 0.01% | +50.0% |
| Q3 2020 | $1,460,000 | -46.2% | 7,860 | -57.0% | 0.00% | -66.7% |
| Q1 2020 | $2,714,000 | -1.4% | 18,299 | +25.3% | 0.01% | +33.3% |
| Q4 2019 | $2,753,000 | +8.5% | 14,603 | -0.0% | 0.01% | 0.0% |
| Q3 2019 | $2,538,000 | -2.9% | 14,604 | -3.7% | 0.01% | 0.0% |
| Q2 2019 | $2,614,000 | -13.6% | 15,169 | -16.5% | 0.01% | -25.0% |
| Q1 2019 | $3,027,000 | +35.8% | 18,159 | +19.7% | 0.01% | +20.0% |
| Q4 2018 | $2,229,000 | +152.4% | 15,169 | +196.1% | 0.01% | +233.3% |
| Q3 2018 | $883,000 | +52.2% | 5,123 | +43.5% | 0.00% | +50.0% |
| Q2 2018 | $580,000 | +3.9% | 3,571 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $558,000 | -7.6% | 3,571 | -6.5% | 0.00% | -33.3% |
| Q4 2017 | $604,000 | +43.5% | 3,821 | +35.4% | 0.00% | +50.0% |
| Q3 2017 | $421,000 | – | 2,821 | – | 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% |