ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,673 | -3.7% | 876 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $222,924 | +8.1% | 876 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $206,219 | +6.7% | 876 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $193,316 | +4732.9% | 876 | +4071.4% | 0.02% | – |
| Q3 2022 | $4,000 | -95.5% | 21 | -94.9% | 0.00% | -100.0% |
| Q2 2022 | $89,000 | -64.3% | 408 | -57.0% | 0.01% | -43.8% |
| Q1 2022 | $249,000 | -9.5% | 948 | -4.3% | 0.02% | -5.9% |
| Q4 2021 | $275,000 | +1.9% | 991 | -6.5% | 0.02% | -10.5% |
| Q3 2021 | $270,000 | -67.5% | 1,060 | -67.4% | 0.02% | -65.5% |
| Q2 2021 | $832,000 | +2.7% | 3,251 | -4.8% | 0.06% | -5.2% |
| Q1 2021 | $810,000 | +3.4% | 3,415 | -2.5% | 0.06% | -7.9% |
| Q4 2020 | $783,000 | +11.7% | 3,504 | -2.2% | 0.06% | +5.0% |
| Q3 2020 | $701,000 | -32.1% | 3,582 | -37.5% | 0.06% | -27.7% |
| Q2 2020 | $1,032,000 | +15.3% | 5,733 | -5.0% | 0.08% | 0.0% |
| Q1 2020 | $895,000 | -22.0% | 6,032 | -1.0% | 0.08% | -14.4% |
| Q4 2019 | $1,148,000 | +3.8% | 6,091 | -4.3% | 0.10% | -4.9% |
| Q3 2019 | $1,106,000 | +0.3% | 6,362 | -0.6% | 0.10% | -16.4% |
| Q2 2019 | $1,103,000 | -17.1% | 6,398 | -19.9% | 0.12% | -25.2% |
| Q1 2019 | $1,331,000 | -6.3% | 7,985 | -17.4% | 0.16% | -16.8% |
| Q4 2018 | $1,420,000 | -17.2% | 9,668 | -2.8% | 0.20% | -8.8% |
| Q3 2018 | $1,714,000 | -8.8% | 9,947 | -14.1% | 0.22% | -15.4% |
| Q2 2018 | $1,880,000 | -19.5% | 11,585 | -22.4% | 0.25% | -21.4% |
| Q1 2018 | $2,335,000 | -39.1% | 14,935 | -38.4% | 0.32% | -44.5% |
| Q4 2017 | $3,833,000 | – | 24,231 | – | 0.58% | – |
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% |