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 | $19,014,575 | +7.7% | 77,592 | +11.9% | 0.05% | +8.5% |
| Q2 2023 | $17,647,496 | +93322.4% | 69,347 | -13.6% | 0.05% | -14.5% |
| Q1 2023 | $18,890 | +4.7% | 80,243 | -1.9% | 0.06% | -5.2% |
| Q4 2022 | $18,049 | -99.9% | 81,788 | -0.9% | 0.06% | -14.7% |
| Q3 2022 | $17,088,000 | -5.1% | 82,533 | -0.3% | 0.07% | -8.1% |
| Q2 2022 | $18,002,000 | +9.0% | 82,811 | +31.6% | 0.07% | +19.4% |
| Q1 2022 | $16,509,000 | +2.2% | 62,923 | +8.1% | 0.06% | -8.8% |
| Q4 2021 | $16,155,000 | +3.1% | 58,216 | -5.4% | 0.07% | -17.1% |
| Q3 2021 | $15,675,000 | +6.9% | 61,507 | +7.3% | 0.08% | -9.9% |
| Q2 2021 | $14,667,000 | +8.3% | 57,314 | +0.4% | 0.09% | -3.2% |
| Q1 2021 | $13,546,000 | +13.8% | 57,100 | +7.2% | 0.09% | +3.3% |
| Q4 2020 | $11,904,000 | +17.0% | 53,247 | +2.4% | 0.09% | -5.2% |
| Q3 2020 | $10,175,000 | +2.0% | 51,991 | -6.2% | 0.10% | -4.0% |
| Q2 2020 | $9,979,000 | +12.7% | 55,423 | -6.6% | 0.10% | -9.9% |
| Q1 2020 | $8,853,000 | -19.0% | 59,312 | +2.3% | 0.11% | -1.8% |
| Q4 2019 | $10,927,000 | +4.8% | 57,974 | -3.4% | 0.11% | -9.6% |
| Q3 2019 | $10,430,000 | -12.3% | 60,022 | -13.0% | 0.12% | -12.0% |
| Q2 2019 | $11,887,000 | +15.4% | 68,963 | +11.6% | 0.14% | -3.4% |
| Q1 2019 | $10,304,000 | +17.7% | 61,809 | +3.8% | 0.15% | -5.8% |
| Q4 2018 | $8,751,000 | +59.7% | 59,564 | +87.2% | 0.16% | +10.6% |
| Q3 2018 | $5,481,000 | +6.8% | 31,812 | +0.6% | 0.14% | -2.8% |
| Q2 2018 | $5,130,000 | +8.9% | 31,609 | +4.9% | 0.14% | -14.2% |
| Q1 2018 | $4,711,000 | +10.2% | 30,131 | +11.5% | 0.17% | +2.4% |
| Q4 2017 | $4,275,000 | +7.1% | 27,029 | +1.1% | 0.16% | -8.3% |
| Q3 2017 | $3,991,000 | +5.8% | 26,735 | +2.1% | 0.18% | +1.7% |
| Q2 2017 | $3,771,000 | -0.7% | 26,187 | -3.5% | 0.18% | +7.3% |
| Q1 2017 | $3,796,000 | +109.1% | 27,133 | +98.8% | 0.16% | +96.4% |
| Q4 2016 | $1,815,000 | +10.7% | 13,648 | +6.7% | 0.08% | +6.3% |
| Q3 2016 | $1,640,000 | +8.3% | 12,791 | +4.7% | 0.08% | -3.7% |
| Q2 2016 | $1,515,000 | +25.6% | 12,212 | +22.4% | 0.08% | +13.9% |
| Q1 2016 | $1,206,000 | -43.1% | 9,978 | -43.4% | 0.07% | -47.1% |
| Q4 2015 | $2,121,000 | -27.4% | 17,624 | -31.3% | 0.14% | +4.6% |
| Q3 2015 | $2,921,000 | – | 25,648 | – | 0.13% | – |
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% |