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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,339,253 | +5.8% | 5,465 | +9.9% | 0.05% | +9.5% |
| Q2 2023 | $1,265,784 | -51.6% | 4,974 | -55.2% | 0.04% | -53.8% |
| Q1 2023 | $2,614,228 | -19.2% | 11,105 | -24.2% | 0.09% | -20.9% |
| Q4 2022 | $3,234,727 | +147.5% | 14,658 | +132.2% | 0.12% | +134.7% |
| Q3 2022 | $1,307,000 | -74.0% | 6,314 | -72.7% | 0.05% | -45.6% |
| Q2 2022 | $5,028,000 | +387.2% | 23,126 | +487.7% | 0.09% | +172.7% |
| Q1 2022 | $1,032,000 | -17.9% | 3,935 | -13.2% | 0.03% | -13.2% |
| Q4 2021 | $1,257,000 | +87.1% | 4,531 | +71.8% | 0.04% | +72.7% |
| Q3 2021 | $672,000 | +127.8% | 2,638 | +128.6% | 0.02% | +120.0% |
| Q2 2021 | $295,000 | 0.0% | 1,154 | -7.1% | 0.01% | -9.1% |
| Q1 2021 | $295,000 | +6.1% | 1,242 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $278,000 | +8.6% | 1,242 | -5.0% | 0.01% | -9.1% |
| Q3 2020 | $256,000 | +14.3% | 1,307 | +5.2% | 0.01% | +10.0% |
| Q2 2020 | $224,000 | -2.2% | 1,242 | -19.7% | 0.01% | -9.1% |
| Q1 2020 | $229,000 | -93.5% | 1,547 | -91.7% | 0.01% | -88.8% |
| Q4 2019 | $3,519,000 | +606.6% | 18,668 | +550.9% | 0.10% | +653.8% |
| Q3 2019 | $498,000 | -37.1% | 2,868 | -37.6% | 0.01% | -35.0% |
| Q2 2019 | $792,000 | +99.0% | 4,596 | +92.6% | 0.02% | +100.0% |
| Q1 2019 | $398,000 | -95.8% | 2,386 | -96.3% | 0.01% | -95.9% |
| Q4 2018 | $9,474,000 | +3283.6% | 64,482 | +3870.6% | 0.24% | +3357.1% |
| Q3 2018 | $280,000 | +1.1% | 1,624 | -5.0% | 0.01% | 0.0% |
| Q2 2018 | $277,000 | +3.4% | 1,709 | -0.2% | 0.01% | 0.0% |
| Q1 2018 | $268,000 | -1.1% | 1,713 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $271,000 | +5.9% | 1,713 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $256,000 | +3.6% | 1,713 | -0.1% | 0.01% | 0.0% |
| Q2 2017 | $247,000 | +2.9% | 1,715 | 0.0% | 0.01% | -30.0% |
| Q1 2017 | $240,000 | -98.6% | 1,715 | -98.7% | 0.01% | -98.9% |
| Q4 2016 | $17,406,000 | +4014.9% | 130,895 | +3868.9% | 0.94% | +3969.6% |
| Q3 2016 | $423,000 | -50.6% | 3,298 | -52.3% | 0.02% | -48.9% |
| Q2 2016 | $857,000 | -2.3% | 6,910 | -4.8% | 0.04% | -21.1% |
| Q1 2016 | $877,000 | -94.1% | 7,256 | -94.2% | 0.06% | -91.7% |
| Q4 2015 | $14,965,000 | +1490.3% | 124,385 | +1405.9% | 0.69% | +1012.9% |
| Q3 2015 | $941,000 | -13.9% | 8,260 | -6.3% | 0.06% | -12.7% |
| Q2 2015 | $1,093,000 | -3.1% | 8,816 | -3.2% | 0.07% | +4.4% |
| Q1 2015 | $1,128,000 | -29.5% | 9,108 | -30.5% | 0.07% | -30.6% |
| Q4 2014 | $1,601,000 | -65.8% | 13,096 | -67.3% | 0.10% | -65.7% |
| Q3 2014 | $4,682,000 | -49.5% | 40,089 | -49.1% | 0.29% | -51.2% |
| Q2 2014 | $9,266,000 | +4.6% | 78,699 | -0.2% | 0.59% | -3.9% |
| Q1 2014 | $8,857,000 | +2.0% | 78,859 | +0.5% | 0.61% | +1.3% |
| Q4 2013 | $8,680,000 | -15.4% | 78,443 | -22.7% | 0.60% | -18.3% |
| Q3 2013 | $10,262,000 | +7.5% | 101,468 | +2.5% | 0.74% | +1.9% |
| Q2 2013 | $9,546,000 | – | 99,020 | – | 0.72% | – |
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% |