ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,284,189 | +8.2% | 12,905 | +0.1% | 0.05% | +2.0% |
| Q1 2023 | $3,035,973 | +6.8% | 12,897 | +0.1% | 0.05% | +2.0% |
| Q4 2022 | $2,843,264 | +6.8% | 12,884 | +0.3% | 0.05% | -5.8% |
| Q3 2022 | $2,661,000 | -4.8% | 12,851 | 0.0% | 0.05% | +4.0% |
| Q2 2022 | $2,794,000 | -17.1% | 12,851 | +0.1% | 0.05% | -3.8% |
| Q1 2022 | $3,369,000 | -5.4% | 12,841 | +0.1% | 0.05% | -1.9% |
| Q4 2021 | $3,561,000 | +9.1% | 12,831 | +0.2% | 0.05% | 0.0% |
| Q3 2021 | $3,265,000 | -0.4% | 12,810 | 0.0% | 0.05% | +1.9% |
| Q2 2021 | $3,278,000 | +8.8% | 12,810 | +0.9% | 0.05% | +2.0% |
| Q1 2021 | $3,013,000 | -1.1% | 12,700 | -6.9% | 0.05% | -8.9% |
| Q4 2020 | $3,048,000 | +14.3% | 13,635 | +0.1% | 0.06% | +5.7% |
| Q3 2020 | $2,666,000 | +8.8% | 13,622 | +0.1% | 0.05% | 0.0% |
| Q2 2020 | $2,450,000 | -50.2% | 13,609 | -59.0% | 0.05% | -55.5% |
| Q1 2020 | $4,919,000 | -34.5% | 33,162 | -16.7% | 0.12% | -13.8% |
| Q4 2019 | $7,508,000 | +9.0% | 39,832 | +0.5% | 0.14% | +2.2% |
| Q3 2019 | $6,890,000 | +1.7% | 39,648 | +0.8% | 0.14% | 0.0% |
| Q2 2019 | $6,777,000 | +3.4% | 39,321 | +0.1% | 0.14% | +2.3% |
| Q1 2019 | $6,552,000 | -3.7% | 39,301 | -15.2% | 0.13% | -14.8% |
| Q4 2018 | $6,806,000 | +190.9% | 46,328 | +241.1% | 0.16% | +229.8% |
| Q3 2018 | $2,340,000 | +6.3% | 13,583 | +0.1% | 0.05% | +2.2% |
| Q2 2018 | $2,202,000 | +3.8% | 13,569 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $2,121,000 | -1.1% | 13,569 | +0.1% | 0.05% | +7.0% |
| Q4 2017 | $2,144,000 | +6.2% | 13,554 | +0.2% | 0.04% | +2.4% |
| Q3 2017 | $2,019,000 | +3.8% | 13,524 | +0.1% | 0.04% | -4.5% |
| Q2 2017 | $1,945,000 | +2.9% | 13,508 | 0.0% | 0.04% | -2.2% |
| Q1 2017 | $1,890,000 | +5.4% | 13,508 | +0.1% | 0.04% | +2.3% |
| Q4 2016 | $1,794,000 | +3.9% | 13,494 | +0.2% | 0.04% | +2.3% |
| Q3 2016 | $1,726,000 | +1.4% | 13,463 | -1.9% | 0.04% | 0.0% |
| Q2 2016 | $1,703,000 | +2.7% | 13,730 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $1,659,000 | +0.7% | 13,730 | +0.3% | 0.04% | -4.4% |
| Q4 2015 | $1,647,000 | +36.9% | 13,690 | +29.6% | 0.04% | +28.6% |
| Q3 2015 | $1,203,000 | -8.1% | 10,562 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $1,309,000 | -15.3% | 10,562 | -15.4% | 0.04% | +9.4% |
| Q1 2015 | $1,545,000 | +2.0% | 12,478 | +0.7% | 0.03% | +3.2% |
| Q4 2014 | $1,515,000 | +8.2% | 12,387 | +3.3% | 0.03% | +3.3% |
| Q3 2014 | $1,400,000 | -3.9% | 11,986 | -3.1% | 0.03% | 0.0% |
| Q2 2014 | $1,457,000 | +12.8% | 12,372 | +7.6% | 0.03% | +7.1% |
| Q1 2014 | $1,292,000 | +1.6% | 11,500 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $1,272,000 | -15.9% | 11,500 | -23.1% | 0.03% | -20.0% |
| Q3 2013 | $1,512,000 | +2.9% | 14,947 | -2.0% | 0.04% | 0.0% |
| Q2 2013 | $1,470,000 | +3.2% | 15,246 | +0.0% | 0.04% | -2.8% |
| Q1 2013 | $1,425,000 | +9.0% | 15,245 | -1.2% | 0.04% | -2.7% |
| Q4 2012 | $1,307,000 | – | 15,432 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |