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 | $297 | -11.3% | 1,210 | -8.1% | 0.05% | -9.8% |
| Q2 2023 | $335 | -99.9% | 1,317 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $310,035 | +6.7% | 1,317 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $290,636 | +6.5% | 1,317 | 0.0% | 0.05% | -10.5% |
| Q3 2022 | $273,000 | -4.5% | 1,317 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $286,000 | -17.3% | 1,317 | 0.0% | 0.06% | -7.9% |
| Q1 2022 | $346,000 | -5.2% | 1,317 | 0.0% | 0.06% | -4.5% |
| Q4 2021 | $365,000 | +8.6% | 1,317 | 0.0% | 0.07% | -1.5% |
| Q3 2021 | $336,000 | -7.4% | 1,317 | -7.1% | 0.07% | -6.9% |
| Q2 2021 | $363,000 | +4.0% | 1,417 | -3.7% | 0.07% | -2.7% |
| Q1 2021 | $349,000 | +5.4% | 1,472 | -0.7% | 0.07% | -3.9% |
| Q4 2020 | $331,000 | +14.1% | 1,482 | 0.0% | 0.08% | -3.8% |
| Q3 2020 | $290,000 | +8.6% | 1,482 | 0.0% | 0.08% | +5.3% |
| Q2 2020 | $267,000 | +21.4% | 1,482 | 0.0% | 0.08% | +4.1% |
| Q1 2020 | $220,000 | -21.1% | 1,482 | 0.0% | 0.07% | +4.3% |
| Q4 2019 | $279,000 | +4.9% | 1,482 | -3.3% | 0.07% | -4.1% |
| Q3 2019 | $266,000 | +0.8% | 1,532 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $264,000 | +3.5% | 1,532 | 0.0% | 0.07% | +1.4% |
| Q1 2019 | $255,000 | +13.3% | 1,532 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $225,000 | -14.8% | 1,532 | 0.0% | 0.07% | +1.4% |
| Q3 2018 | $264,000 | +6.0% | 1,532 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $249,000 | +3.8% | 1,532 | 0.0% | 0.07% | +2.9% |
| Q1 2018 | $240,000 | -38.6% | 1,532 | -38.1% | 0.07% | -38.4% |
| Q4 2017 | $391,000 | -8.9% | 2,475 | -13.9% | 0.11% | -7.4% |
| Q3 2017 | $429,000 | +1.9% | 2,875 | -1.7% | 0.12% | +4.3% |
| Q2 2017 | $421,000 | +2.9% | 2,925 | 0.0% | 0.12% | 0.0% |
| Q1 2017 | $409,000 | +5.1% | 2,925 | 0.0% | 0.12% | -0.9% |
| Q4 2016 | $389,000 | +3.7% | 2,925 | 0.0% | 0.12% | -7.1% |
| Q3 2016 | $375,000 | +3.3% | 2,925 | 0.0% | 0.13% | +4.1% |
| Q2 2016 | $363,000 | +2.5% | 2,925 | 0.0% | 0.12% | +0.8% |
| Q1 2016 | $354,000 | +0.6% | 2,925 | 0.0% | 0.12% | -4.0% |
| Q4 2015 | $352,000 | +5.7% | 2,925 | 0.0% | 0.12% | -3.1% |
| Q3 2015 | $333,000 | -8.3% | 2,925 | 0.0% | 0.13% | -3.0% |
| Q2 2015 | $363,000 | +0.3% | 2,925 | 0.0% | 0.13% | 0.0% |
| Q1 2015 | $362,000 | +1.1% | 2,925 | 0.0% | 0.13% | -4.3% |
| Q4 2014 | $358,000 | +4.7% | 2,925 | 0.0% | 0.14% | -2.1% |
| Q3 2014 | $342,000 | -0.6% | 2,925 | 0.0% | 0.14% | +2.9% |
| Q2 2014 | $344,000 | +4.6% | 2,925 | 0.0% | 0.14% | +7.8% |
| Q1 2014 | $329,000 | +1.5% | 2,925 | 0.0% | 0.13% | +3.2% |
| Q4 2013 | $324,000 | +9.5% | 2,925 | 0.0% | 0.12% | +0.8% |
| Q3 2013 | $296,000 | -43.4% | 2,925 | -46.1% | 0.12% | -42.3% |
| Q2 2013 | $523,000 | – | 5,425 | – | 0.21% | – |
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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% |