ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,929,021 | -3.3% | 24,095 | 0.0% | 0.69% | -9.9% |
| Q2 2023 | $6,131,696 | -45.9% | 24,095 | -50.0% | 0.76% | -54.3% |
| Q1 2023 | $11,344,408 | +92.3% | 48,190 | +80.3% | 1.67% | +67.5% |
| Q4 2022 | $5,899,438 | -54.8% | 26,733 | -57.6% | 1.00% | -64.8% |
| Q3 2022 | $13,065,000 | -19.0% | 63,103 | -14.9% | 2.84% | -15.6% |
| Q2 2022 | $16,125,000 | -35.1% | 74,176 | -21.6% | 3.36% | -27.2% |
| Q1 2022 | $24,830,000 | -21.3% | 94,638 | -16.7% | 4.62% | -24.8% |
| Q4 2021 | $31,543,000 | -1.9% | 113,668 | -9.9% | 6.15% | -12.4% |
| Q3 2021 | $32,140,000 | -44.0% | 126,113 | -43.8% | 7.01% | -43.6% |
| Q2 2021 | $57,432,000 | +7.9% | 224,423 | 0.0% | 12.44% | -0.9% |
| Q1 2021 | $53,240,000 | -6.6% | 224,423 | -25.1% | 12.55% | -12.4% |
| Q4 2020 | $57,005,000 | -2.8% | 299,746 | 0.0% | 14.33% | -14.3% |
| Q3 2020 | $58,663,000 | +8.7% | 299,746 | 0.0% | 16.73% | +2.3% |
| Q2 2020 | $53,972,000 | +0.0% | 299,746 | -17.6% | 16.34% | +5.4% |
| Q1 2020 | $53,960,000 | – | 363,782 | – | 15.51% | – |
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% |