ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,741,731 | +96202.5% | 11,188 | 0.0% | 0.13% | -0.8% |
| Q2 2023 | $2,847 | +8.1% | 11,188 | 0.0% | 0.13% | -0.7% |
| Q1 2023 | $2,634 | +5.5% | 11,188 | -1.1% | 0.13% | -2.2% |
| Q4 2022 | $2,496 | -99.9% | 11,309 | -10.3% | 0.14% | -19.4% |
| Q3 2022 | $2,611,000 | -4.7% | 12,609 | 0.0% | 0.17% | 0.0% |
| Q2 2022 | $2,741,000 | -14.0% | 12,609 | +3.7% | 0.17% | +6.2% |
| Q1 2022 | $3,189,000 | -7.1% | 12,154 | -1.8% | 0.16% | -9.1% |
| Q4 2021 | $3,434,000 | +5.1% | 12,376 | -3.5% | 0.18% | -3.3% |
| Q3 2021 | $3,267,000 | -0.5% | 12,819 | -0.1% | 0.18% | -1.6% |
| Q2 2021 | $3,284,000 | +3.2% | 12,831 | -4.4% | 0.18% | -6.1% |
| Q1 2021 | $3,182,000 | +4.6% | 13,415 | -1.4% | 0.20% | -5.7% |
| Q4 2020 | $3,042,000 | +8.3% | 13,610 | -5.2% | 0.21% | -8.3% |
| Q3 2020 | $2,809,000 | +0.1% | 14,351 | -7.9% | 0.23% | -7.3% |
| Q2 2020 | $2,805,000 | +15.7% | 15,576 | -4.7% | 0.25% | -5.0% |
| Q1 2020 | $2,425,000 | -38.2% | 16,348 | -21.4% | 0.26% | -32.2% |
| Q4 2019 | $3,921,000 | -9.5% | 20,804 | -16.6% | 0.38% | -15.9% |
| Q3 2019 | $4,334,000 | +0.6% | 24,941 | -0.2% | 0.45% | -1.7% |
| Q2 2019 | $4,307,000 | +0.6% | 24,991 | -2.7% | 0.46% | -7.4% |
| Q1 2019 | $4,282,000 | +10.5% | 25,684 | -2.7% | 0.50% | +12.1% |
| Q4 2018 | $3,876,000 | +30.3% | 26,385 | +52.8% | 0.44% | +42.6% |
| Q3 2018 | $2,975,000 | +6.2% | 17,265 | -0.0% | 0.31% | +1.3% |
| Q2 2018 | $2,802,000 | +193.7% | 17,267 | +183.0% | 0.31% | +175.0% |
| Q1 2018 | $954,000 | -3.0% | 6,102 | -1.8% | 0.11% | -4.3% |
| Q4 2017 | $983,000 | +1.9% | 6,212 | -3.9% | 0.12% | -5.6% |
| Q3 2017 | $965,000 | -1.2% | 6,465 | -4.7% | 0.12% | +1.6% |
| Q2 2017 | $977,000 | +3.0% | 6,786 | 0.0% | 0.12% | -2.4% |
| Q1 2017 | $949,000 | +12.8% | 6,786 | +7.3% | 0.12% | -2.3% |
| Q4 2016 | $841,000 | +5.0% | 6,326 | +1.2% | 0.13% | -2.3% |
| Q3 2016 | $801,000 | +3.6% | 6,252 | +0.3% | 0.13% | -2.2% |
| Q2 2016 | $773,000 | +1.8% | 6,233 | -0.8% | 0.13% | -5.6% |
| Q1 2016 | $759,000 | +3.8% | 6,283 | +3.5% | 0.14% | -7.8% |
| Q4 2015 | $731,000 | +5.6% | 6,072 | 0.0% | 0.15% | -9.4% |
| Q3 2015 | $692,000 | -7.5% | 6,072 | +0.6% | 0.17% | -1.7% |
| Q2 2015 | $748,000 | 0.0% | 6,037 | 0.0% | 0.17% | -1.1% |
| Q1 2015 | $748,000 | +1.2% | 6,037 | -0.2% | 0.18% | -9.3% |
| Q4 2014 | $739,000 | +14.8% | 6,047 | +9.6% | 0.19% | +7.8% |
| Q3 2014 | $644,000 | -0.9% | 5,518 | 0.0% | 0.18% | -2.2% |
| Q2 2014 | $650,000 | +8.5% | 5,518 | +3.4% | 0.18% | 0.0% |
| Q1 2014 | $599,000 | -0.5% | 5,336 | -2.0% | 0.18% | +2.2% |
| Q4 2013 | $602,000 | +11.3% | 5,444 | +1.8% | 0.18% | +1.7% |
| Q3 2013 | $541,000 | +9.1% | 5,349 | +3.9% | 0.18% | +4.8% |
| Q2 2013 | $496,000 | – | 5,149 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |