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 | $738 | -3.7% | 3,011 | 0.0% | 0.31% | +3.3% |
| Q2 2023 | $766 | +8.0% | 3,011 | 0.0% | 0.30% | +0.7% |
| Q1 2023 | $709 | +6.8% | 3,011 | 0.0% | 0.30% | +1.0% |
| Q4 2022 | $664 | -99.9% | 3,011 | 0.0% | 0.30% | -2.6% |
| Q3 2022 | $623,000 | -4.9% | 3,011 | 0.0% | 0.31% | +0.3% |
| Q2 2022 | $655,000 | -17.1% | 3,011 | 0.0% | 0.31% | +0.7% |
| Q1 2022 | $790,000 | -5.5% | 3,011 | 0.0% | 0.30% | +2.7% |
| Q4 2021 | $836,000 | +13.4% | 3,011 | +4.2% | 0.30% | +3.9% |
| Q3 2021 | $737,000 | +6.3% | 2,891 | +6.8% | 0.28% | +9.2% |
| Q2 2021 | $693,000 | +16.1% | 2,707 | +7.6% | 0.26% | +14.0% |
| Q1 2021 | $597,000 | +12.2% | 2,515 | +5.7% | 0.23% | +6.5% |
| Q4 2020 | $532,000 | +14.2% | 2,379 | 0.0% | 0.22% | +3.4% |
| Q3 2020 | $466,000 | +4.0% | 2,379 | 0.0% | 0.21% | +0.5% |
| Q4 2019 | $448,000 | +8.5% | 2,379 | 0.0% | 0.21% | -1.9% |
| Q3 2019 | $413,000 | +0.7% | 2,379 | 0.0% | 0.21% | -0.9% |
| Q2 2019 | $410,000 | +3.3% | 2,379 | 0.0% | 0.21% | +1.9% |
| Q1 2019 | $397,000 | +2.8% | 2,379 | 0.0% | 0.21% | -1.9% |
| Q4 2018 | $386,000 | -5.9% | 2,379 | 0.0% | 0.21% | -1.4% |
| Q3 2018 | $410,000 | +6.2% | 2,379 | 0.0% | 0.22% | -2.7% |
| Q2 2018 | $386,000 | +3.8% | 2,379 | 0.0% | 0.22% | -2.2% |
| Q1 2018 | $372,000 | -1.1% | 2,379 | 0.0% | 0.23% | +6.1% |
| Q4 2017 | $376,000 | – | 2,379 | – | 0.21% | – |
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% |