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 | $4,699 | -3.4% | 19,174 | +0.4% | 0.42% | -6.5% |
| Q2 2023 | $4,862 | +7.6% | 19,105 | -0.5% | 0.45% | -8.6% |
| Q1 2023 | $4,518 | +4.2% | 19,192 | -2.4% | 0.49% | -12.1% |
| Q4 2022 | $4,337 | -99.9% | 19,654 | 0.0% | 0.56% | +13.0% |
| Q3 2022 | $4,069,000 | -6.4% | 19,654 | -1.7% | 0.49% | -11.5% |
| Q2 2022 | $4,346,000 | -57.7% | 19,994 | -49.0% | 0.56% | -21.9% |
| Q1 2022 | $10,283,000 | +81.6% | 39,193 | +92.1% | 0.71% | +16.5% |
| Q4 2021 | $5,661,000 | +8.2% | 20,401 | -0.6% | 0.61% | +11.3% |
| Q3 2021 | $5,232,000 | -0.4% | 20,531 | 0.0% | 0.55% | +8.3% |
| Q2 2021 | $5,254,000 | -0.5% | 20,531 | -7.7% | 0.51% | -12.0% |
| Q1 2021 | $5,278,000 | -1.9% | 22,247 | -7.5% | 0.58% | -8.9% |
| Q4 2020 | $5,378,000 | +12.8% | 24,057 | -1.2% | 0.63% | +5.7% |
| Q3 2020 | $4,767,000 | +7.8% | 24,357 | -0.9% | 0.60% | -2.4% |
| Q2 2020 | $4,424,000 | +73.8% | 24,568 | +43.2% | 0.61% | +42.9% |
| Q1 2020 | $2,545,000 | -21.3% | 17,159 | 0.0% | 0.43% | -18.8% |
| Q4 2019 | $3,234,000 | +3.9% | 17,159 | -4.2% | 0.53% | -8.8% |
| Q3 2019 | $3,112,000 | +0.8% | 17,911 | 0.0% | 0.58% | +11.1% |
| Q2 2019 | $3,087,000 | -1.2% | 17,911 | -4.4% | 0.52% | -12.0% |
| Q1 2019 | $3,123,000 | -80.2% | 18,733 | -82.5% | 0.59% | -84.9% |
| Q4 2018 | $15,762,000 | +43.5% | 107,283 | +68.3% | 3.93% | +116.5% |
| Q3 2018 | $10,986,000 | +1.0% | 63,762 | -4.9% | 1.81% | +4.8% |
| Q2 2018 | $10,876,000 | -0.9% | 67,014 | -4.5% | 1.73% | +41.7% |
| Q1 2018 | $10,973,000 | -6.9% | 70,188 | -5.8% | 1.22% | -3.8% |
| Q4 2017 | $11,787,000 | +14.3% | 74,520 | +7.9% | 1.27% | -23.0% |
| Q3 2017 | $10,309,000 | +6.3% | 69,056 | +2.5% | 1.65% | +26.0% |
| Q2 2017 | $9,699,000 | +1.2% | 67,347 | -1.7% | 1.31% | +4.1% |
| Q1 2017 | $9,583,000 | +11.5% | 68,502 | +6.0% | 1.26% | +10.9% |
| Q4 2016 | $8,593,000 | +6.5% | 64,622 | +2.7% | 1.14% | -9.8% |
| Q3 2016 | $8,068,000 | +0.1% | 62,936 | -3.1% | 1.26% | -4.0% |
| Q2 2016 | $8,058,000 | +145.8% | 64,971 | +139.5% | 1.31% | +139.7% |
| Q1 2016 | $3,278,000 | +175.5% | 27,124 | +159.7% | 0.55% | +108.0% |
| Q4 2015 | $1,190,000 | 0.0% | 10,446 | 0.0% | 0.26% | +4.4% |
| Q3 2015 | $1,190,000 | – | 10,446 | – | 0.25% | – |
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% |