ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,467,788 | +7.3% | 556,875 | +11.4% | 0.00% | 0.0% |
| Q2 2023 | $127,183,505 | -8.5% | 499,778 | -15.4% | 0.00% | 0.0% |
| Q1 2023 | $138,993,113 | +5.0% | 590,430 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $132,315,418 | -6.1% | 599,580 | -11.9% | 0.00% | -20.0% |
| Q3 2022 | $140,845,000 | +3.0% | 680,279 | +8.1% | 0.01% | +25.0% |
| Q2 2022 | $136,787,000 | -23.9% | 629,227 | -8.1% | 0.00% | -20.0% |
| Q1 2022 | $179,656,000 | -4.4% | 684,744 | +1.1% | 0.01% | 0.0% |
| Q4 2021 | $187,982,000 | -22.9% | 677,412 | -29.2% | 0.01% | -28.6% |
| Q3 2021 | $243,870,000 | -9.7% | 956,914 | -9.3% | 0.01% | -12.5% |
| Q2 2021 | $270,011,000 | +5.9% | 1,055,099 | -1.8% | 0.01% | +14.3% |
| Q1 2021 | $254,940,000 | +24.9% | 1,074,649 | +17.7% | 0.01% | 0.0% |
| Q4 2020 | $204,111,000 | +2.3% | 913,043 | -10.4% | 0.01% | 0.0% |
| Q3 2020 | $199,518,000 | -36.0% | 1,019,463 | -41.1% | 0.01% | -41.7% |
| Q2 2020 | $311,838,000 | +14.6% | 1,731,853 | -5.6% | 0.01% | -7.7% |
| Q1 2020 | $272,139,000 | -0.3% | 1,834,681 | +26.6% | 0.01% | +30.0% |
| Q4 2019 | $273,078,000 | +7.4% | 1,448,766 | -1.0% | 0.01% | -9.1% |
| Q3 2019 | $254,223,000 | +281.5% | 1,462,981 | +278.4% | 0.01% | +266.7% |
| Q2 2019 | $66,633,000 | +137.3% | 386,588 | +129.5% | 0.00% | +200.0% |
| Q1 2019 | $28,078,000 | +2314.3% | 168,433 | +2026.1% | 0.00% | – |
| Q4 2018 | $1,163,000 | -71.6% | 7,922 | -66.6% | 0.00% | – |
| Q3 2018 | $4,089,000 | -8.4% | 23,730 | -13.8% | 0.00% | – |
| Q2 2018 | $4,465,000 | +140.4% | 27,514 | +131.6% | 0.00% | – |
| Q1 2018 | $1,857,000 | +29.3% | 11,879 | +30.8% | 0.00% | – |
| Q4 2017 | $1,436,000 | +4.8% | 9,080 | -1.0% | 0.00% | – |
| Q3 2017 | $1,370,000 | -77.5% | 9,176 | -78.3% | 0.00% | – |
| Q2 2017 | $6,079,000 | +321.9% | 42,205 | +309.6% | 0.00% | – |
| Q1 2017 | $1,441,000 | +823.7% | 10,303 | +777.6% | 0.00% | – |
| Q4 2016 | $156,000 | -3.1% | 1,174 | -6.2% | 0.00% | – |
| Q3 2016 | $161,000 | +2.5% | 1,252 | -1.4% | 0.00% | – |
| Q2 2016 | $157,000 | +78.4% | 1,270 | +75.2% | 0.00% | – |
| Q1 2016 | $88,000 | +39.7% | 725 | +38.1% | 0.00% | – |
| Q4 2015 | $63,000 | – | 525 | – | 0.00% | – |
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% |