ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,437,955 | +16.1% | 5,868 | +20.5% | 0.21% | +28.3% |
| Q2 2023 | $1,238,749 | +8.1% | 4,868 | 0.0% | 0.17% | +10.7% |
| Q1 2023 | $1,145,921 | +6.7% | 4,868 | 0.0% | 0.15% | -5.1% |
| Q4 2022 | $1,074,218 | +6.6% | 4,868 | 0.0% | 0.16% | -10.2% |
| Q3 2022 | $1,008,000 | -4.7% | 4,868 | 0.0% | 0.18% | -2.8% |
| Q2 2022 | $1,058,000 | -17.1% | 4,868 | 0.0% | 0.18% | -1.6% |
| Q1 2022 | $1,277,000 | -5.5% | 4,868 | 0.0% | 0.18% | +4.0% |
| Q4 2021 | $1,351,000 | +8.9% | 4,868 | 0.0% | 0.18% | +4.1% |
| Q3 2021 | $1,241,000 | -0.4% | 4,868 | 0.0% | 0.17% | -1.2% |
| Q2 2021 | $1,246,000 | +7.9% | 4,868 | 0.0% | 0.17% | 0.0% |
| Q1 2021 | $1,155,000 | +6.2% | 4,868 | 0.0% | 0.17% | +1.8% |
| Q4 2020 | $1,088,000 | +14.2% | 4,868 | 0.0% | 0.17% | +14.2% |
| Q3 2020 | $953,000 | +8.8% | 4,868 | 0.0% | 0.15% | +23.3% |
| Q2 2020 | $876,000 | +21.3% | 4,868 | 0.0% | 0.12% | +3.4% |
| Q1 2020 | $722,000 | -21.4% | 4,868 | 0.0% | 0.12% | +16.0% |
| Q4 2019 | $918,000 | +8.5% | 4,868 | 0.0% | 0.10% | +1.0% |
| Q3 2019 | $846,000 | +0.8% | 4,868 | 0.0% | 0.10% | -8.3% |
| Q2 2019 | $839,000 | +3.5% | 4,868 | 0.0% | 0.11% | +3.8% |
| Q1 2019 | $811,000 | +433.6% | 4,868 | +309.4% | 0.10% | +352.2% |
| Q3 2016 | $152,000 | -33.3% | 1,189 | -35.3% | 0.02% | -30.3% |
| Q2 2016 | $228,000 | +2.7% | 1,839 | 0.0% | 0.03% | +6.5% |
| Q1 2016 | $222,000 | +0.5% | 1,839 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $221,000 | +5.7% | 1,839 | 0.0% | 0.03% | -11.4% |
| Q3 2015 | $209,000 | -8.3% | 1,839 | 0.0% | 0.04% | -2.8% |
| Q2 2015 | $228,000 | +0.4% | 1,839 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $227,000 | +0.9% | 1,839 | 0.0% | 0.04% | +28.6% |
| Q4 2014 | $225,000 | +4.7% | 1,839 | 0.0% | 0.03% | -3.4% |
| Q3 2014 | $215,000 | -0.9% | 1,839 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $217,000 | +4.8% | 1,839 | 0.0% | 0.03% | -12.1% |
| Q1 2014 | $207,000 | +2.0% | 1,839 | 0.0% | 0.03% | +3.1% |
| Q4 2013 | $203,000 | +9.1% | 1,839 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $186,000 | +5.1% | 1,839 | 0.0% | 0.03% | -3.0% |
| Q2 2013 | $177,000 | – | 1,839 | – | 0.03% | – |
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% |