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 | $13,957,790 | -3.9% | 56,957 | -0.3% | 0.42% | -1.2% |
| Q2 2023 | $14,530,966 | +4.8% | 57,101 | -3.0% | 0.43% | -6.2% |
| Q1 2023 | $13,863,983 | +4.1% | 58,893 | -2.4% | 0.45% | -2.6% |
| Q4 2022 | $13,322,475 | +7.8% | 60,370 | +1.1% | 0.47% | -6.6% |
| Q3 2022 | $12,359,000 | -3.3% | 59,693 | +1.5% | 0.50% | -3.5% |
| Q2 2022 | $12,787,000 | +48.4% | 58,822 | +79.1% | 0.52% | +41.6% |
| Q1 2022 | $8,615,000 | -3.9% | 32,836 | +1.6% | 0.36% | -3.2% |
| Q4 2021 | $8,968,000 | +8.9% | 32,317 | 0.0% | 0.38% | -0.3% |
| Q3 2021 | $8,236,000 | -0.4% | 32,317 | 0.0% | 0.38% | -1.8% |
| Q2 2021 | $8,270,000 | +7.7% | 32,317 | -0.1% | 0.38% | +1.0% |
| Q1 2021 | $7,677,000 | +4.3% | 32,362 | -1.7% | 0.38% | +3.3% |
| Q4 2020 | $7,362,000 | +20.6% | 32,932 | +5.5% | 0.37% | +3.7% |
| Q3 2020 | $6,107,000 | +7.8% | 31,202 | -0.8% | 0.36% | -3.0% |
| Q2 2020 | $5,663,000 | +19.1% | 31,451 | -1.9% | 0.37% | -5.9% |
| Q1 2020 | $4,755,000 | -22.1% | 32,059 | -1.0% | 0.39% | -11.4% |
| Q4 2019 | $6,104,000 | +5.8% | 32,385 | -2.4% | 0.44% | -4.6% |
| Q3 2019 | $5,767,000 | -2.3% | 33,185 | -3.1% | 0.46% | -3.8% |
| Q2 2019 | $5,905,000 | -11.1% | 34,259 | -14.0% | 0.48% | -13.1% |
| Q1 2019 | $6,639,000 | +15.2% | 39,825 | +1.5% | 0.55% | -6.5% |
| Q4 2018 | $5,763,000 | -14.7% | 39,225 | +0.0% | 0.59% | -0.5% |
| Q3 2018 | $6,756,000 | +4.2% | 39,209 | -1.9% | 0.59% | -6.0% |
| Q2 2018 | $6,485,000 | +3.7% | 39,959 | -0.1% | 0.63% | +0.5% |
| Q1 2018 | $6,252,000 | -1.4% | 39,989 | -0.3% | 0.63% | -1.1% |
| Q4 2017 | $6,342,000 | +4.3% | 40,094 | -1.5% | 0.63% | -5.2% |
| Q3 2017 | $6,079,000 | -1.5% | 40,725 | -5.0% | 0.67% | -4.4% |
| Q2 2017 | $6,172,000 | -0.4% | 42,856 | -3.3% | 0.70% | -7.5% |
| Q1 2017 | $6,199,000 | +2.9% | 44,309 | -2.2% | 0.76% | -3.9% |
| Q4 2016 | $6,025,000 | +3.6% | 45,311 | -0.2% | 0.79% | -2.7% |
| Q3 2016 | $5,817,000 | +3.0% | 45,381 | -0.3% | 0.81% | -3.5% |
| Q2 2016 | $5,647,000 | +1.6% | 45,531 | -1.0% | 0.84% | -5.4% |
| Q1 2016 | $5,559,000 | -0.4% | 45,996 | -0.8% | 0.89% | +5.7% |
| Q4 2015 | $5,579,000 | +5.1% | 46,374 | -0.5% | 0.84% | -10.2% |
| Q3 2015 | $5,306,000 | -8.7% | 46,586 | -0.7% | 0.93% | +7.2% |
| Q2 2015 | $5,814,000 | -0.3% | 46,892 | -0.4% | 0.87% | +3.2% |
| Q1 2015 | $5,830,000 | -1.7% | 47,071 | -2.9% | 0.84% | -13.0% |
| Q4 2014 | $5,930,000 | +5.1% | 48,494 | +0.4% | 0.97% | -0.4% |
| Q3 2014 | $5,640,000 | -3.2% | 48,295 | -2.4% | 0.97% | -1.9% |
| Q2 2014 | $5,827,000 | -7.1% | 49,487 | -11.5% | 0.99% | -10.5% |
| Q1 2014 | $6,273,000 | +0.1% | 55,896 | -1.3% | 1.11% | -4.5% |
| Q4 2013 | $6,269,000 | +7.5% | 56,659 | -1.7% | 1.16% | -2.8% |
| Q3 2013 | $5,831,000 | – | 57,656 | – | 1.20% | – |
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% |