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 | $41,682,532 | -4.5% | 170,091 | -0.9% | 0.98% | -2.2% |
| Q2 2023 | $43,667,019 | +5.8% | 171,593 | -2.2% | 1.00% | -3.6% |
| Q1 2023 | $41,282,547 | +6.7% | 175,364 | -0.0% | 1.04% | -9.7% |
| Q4 2022 | $38,706,826 | +6.8% | 175,398 | +0.2% | 1.15% | -8.3% |
| Q3 2022 | $36,228,000 | -9.8% | 174,978 | -5.3% | 1.25% | -11.7% |
| Q2 2022 | $40,160,000 | -11.8% | 184,737 | +6.5% | 1.42% | -0.4% |
| Q1 2022 | $45,525,000 | -4.4% | 173,513 | +1.1% | 1.43% | +0.1% |
| Q4 2021 | $47,634,000 | +8.7% | 171,655 | -0.2% | 1.42% | -4.1% |
| Q3 2021 | $43,826,000 | +0.1% | 171,968 | +0.6% | 1.48% | -1.7% |
| Q2 2021 | $43,764,000 | -2.6% | 171,013 | -9.7% | 1.51% | -9.4% |
| Q1 2021 | $44,939,000 | +23.7% | 189,430 | +16.6% | 1.67% | +15.8% |
| Q4 2020 | $36,326,000 | -3.0% | 162,494 | -15.1% | 1.44% | -13.1% |
| Q3 2020 | $37,445,000 | +47.2% | 191,327 | +35.4% | 1.66% | +36.0% |
| Q2 2020 | $25,439,000 | +21.4% | 141,282 | +0.0% | 1.22% | -0.2% |
| Q1 2020 | $20,948,000 | -31.1% | 141,223 | -12.5% | 1.22% | -11.5% |
| Q4 2019 | $30,405,000 | +8.2% | 161,307 | -0.2% | 1.38% | +4.4% |
| Q3 2019 | $28,090,000 | +2.1% | 161,649 | +1.2% | 1.32% | 0.0% |
| Q2 2019 | $27,519,000 | +5.4% | 159,661 | +1.9% | 1.32% | -2.8% |
| Q1 2019 | $26,111,000 | +11.9% | 156,637 | -1.4% | 1.36% | +0.9% |
| Q4 2018 | $23,333,000 | +20.8% | 158,816 | +41.7% | 1.35% | +33.5% |
| Q3 2018 | $19,311,000 | +1.9% | 112,075 | -4.1% | 1.01% | -4.1% |
| Q2 2018 | $18,957,000 | +1.3% | 116,809 | -2.4% | 1.05% | 0.0% |
| Q1 2018 | $18,710,000 | -2.3% | 119,675 | -1.1% | 1.05% | +0.5% |
| Q4 2017 | $19,147,000 | -1.6% | 121,054 | -7.2% | 1.05% | -2.6% |
| Q3 2017 | $19,465,000 | -0.6% | 130,395 | -2.2% | 1.07% | -24.8% |
| Q2 2017 | $19,574,000 | +7.3% | 133,343 | +2.3% | 1.43% | +10.3% |
| Q1 2017 | $18,239,000 | +4.2% | 130,373 | -0.9% | 1.30% | -4.1% |
| Q4 2016 | $17,497,000 | +3.0% | 131,574 | -0.7% | 1.35% | -2.0% |
| Q3 2016 | $16,988,000 | +1.2% | 132,522 | -2.1% | 1.38% | -2.6% |
| Q2 2016 | $16,794,000 | +1.1% | 135,412 | -1.5% | 1.42% | -3.1% |
| Q1 2016 | $16,610,000 | +12.6% | 137,433 | +12.1% | 1.46% | +1.7% |
| Q4 2015 | $14,750,000 | +10.2% | 122,599 | +4.3% | 1.44% | +2.3% |
| Q3 2015 | $13,388,000 | +7.2% | 117,554 | +16.7% | 1.40% | +15.5% |
| Q2 2015 | $12,492,000 | +0.8% | 100,755 | +0.7% | 1.22% | -0.1% |
| Q1 2015 | $12,392,000 | +2.9% | 100,056 | +1.6% | 1.22% | -12.4% |
| Q4 2014 | $12,038,000 | +13.4% | 98,435 | +8.3% | 1.39% | +10.5% |
| Q3 2014 | $10,612,000 | -2.2% | 90,860 | -1.4% | 1.26% | -2.0% |
| Q2 2014 | $10,846,000 | -0.7% | 92,118 | -5.3% | 1.28% | +0.5% |
| Q1 2014 | $10,923,000 | +0.9% | 97,258 | -0.6% | 1.28% | +5.1% |
| Q4 2013 | $10,822,000 | +9.4% | 97,803 | 0.0% | 1.22% | +0.2% |
| Q3 2013 | $9,892,000 | +4.9% | 97,803 | -0.0% | 1.21% | -4.3% |
| Q2 2013 | $9,432,000 | – | 97,838 | – | 1.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |