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 | $21,986,801 | -7.8% | 89,719 | -4.2% | 1.12% | -7.2% |
| Q2 2023 | $23,842,136 | +2.1% | 93,690 | -5.5% | 1.20% | -9.4% |
| Q1 2023 | $23,350,602 | +5.6% | 99,191 | -1.0% | 1.33% | +0.5% |
| Q4 2022 | $22,113,737 | +0.5% | 100,207 | -5.7% | 1.32% | +2.2% |
| Q3 2022 | $22,009,000 | -6.3% | 106,302 | -1.7% | 1.29% | -5.1% |
| Q2 2022 | $23,498,000 | -16.4% | 108,093 | +1.0% | 1.36% | +4.1% |
| Q1 2022 | $28,092,000 | -6.1% | 107,071 | -0.7% | 1.31% | -7.4% |
| Q4 2021 | $29,912,000 | +7.4% | 107,792 | -1.3% | 1.41% | -1.7% |
| Q3 2021 | $27,845,000 | -9.0% | 109,262 | -8.6% | 1.44% | -8.8% |
| Q2 2021 | $30,600,000 | +2.8% | 119,572 | -4.7% | 1.58% | -10.7% |
| Q1 2021 | $29,776,000 | +5.1% | 125,516 | -1.0% | 1.76% | +0.7% |
| Q4 2020 | $28,341,000 | +10.6% | 126,779 | -3.1% | 1.75% | -1.1% |
| Q3 2020 | $25,617,000 | +9.0% | 130,894 | +0.3% | 1.77% | -7.2% |
| Q2 2020 | $23,499,000 | +9.9% | 130,506 | -9.5% | 1.91% | -15.2% |
| Q1 2020 | $21,385,000 | -23.3% | 144,170 | -2.5% | 2.25% | -24.9% |
| Q4 2019 | $27,878,000 | +6.5% | 147,901 | -1.8% | 3.00% | -2.0% |
| Q3 2019 | $26,174,000 | -2.1% | 150,622 | -2.9% | 3.06% | -2.0% |
| Q2 2019 | $26,745,000 | +6.6% | 155,170 | +3.1% | 3.12% | +2.6% |
| Q1 2019 | $25,094,000 | +11.8% | 150,536 | -1.5% | 3.04% | -6.2% |
| Q4 2018 | $22,444,000 | -16.6% | 152,767 | -2.2% | 3.24% | -2.1% |
| Q3 2018 | $26,919,000 | +4.3% | 156,234 | -1.7% | 3.31% | -0.4% |
| Q2 2018 | $25,807,000 | -4.6% | 159,016 | -8.1% | 3.32% | -10.9% |
| Q1 2018 | $27,056,000 | -4.7% | 173,058 | -3.6% | 3.73% | +8.4% |
| Q4 2017 | $28,395,000 | -1.0% | 179,520 | -6.5% | 3.44% | -6.7% |
| Q3 2017 | $28,668,000 | -1.3% | 192,039 | -4.8% | 3.69% | -10.0% |
| Q2 2017 | $29,052,000 | -0.2% | 201,721 | -3.1% | 4.10% | -41.8% |
| Q1 2017 | $29,120,000 | -99.7% | 208,149 | +161.9% | 7.04% | +76.6% |
| Q4 2016 | $10,570,613,000 | -65.1% | 79,490 | -66.3% | 3.99% | -18.4% |
| Q3 2016 | $30,253,497,000 | +100253.3% | 236,005 | -2.9% | 4.89% | -8.2% |
| Q2 2016 | $30,147,000 | -99.9% | 243,080 | -4.7% | 5.33% | -6.1% |
| Q1 2016 | $30,841,527,000 | +96228.6% | 255,184 | -4.1% | 5.67% | -9.1% |
| Q4 2015 | $32,017,000 | -1.7% | 266,120 | -7.0% | 6.24% | -10.2% |
| Q3 2015 | $32,579,000 | -5.9% | 286,054 | +2.5% | 6.95% | -12.0% |
| Q2 2015 | $34,604,000 | -8.1% | 279,110 | -8.2% | 7.90% | -7.1% |
| Q1 2015 | $37,637,000 | -3.5% | 303,889 | -4.7% | 8.51% | -4.7% |
| Q4 2014 | $38,997,000 | -6.2% | 318,891 | -10.4% | 8.93% | -4.4% |
| Q3 2014 | $41,574,000 | -5.0% | 355,970 | -4.2% | 9.34% | -5.5% |
| Q2 2014 | $43,749,000 | -2.0% | 371,571 | -6.6% | 9.88% | -6.1% |
| Q1 2014 | $44,658,000 | -3.3% | 397,628 | -4.8% | 10.52% | -0.5% |
| Q4 2013 | $46,200,000 | +3.7% | 417,528 | -5.2% | 10.58% | -9.3% |
| Q3 2013 | $44,550,000 | +23.0% | 440,476 | +17.2% | 11.67% | +7.3% |
| Q2 2013 | $36,217,000 | – | 375,695 | – | 10.87% | – |
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% |