ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $148,261 | -3.7% | 605 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $153,960 | -5.8% | 605 | -12.8% | 0.02% | -18.2% |
Q1 2023 | $163,375 | +6.7% | 694 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $153,152 | +7.9% | 694 | +1.5% | 0.02% | -8.3% |
Q3 2022 | $142,000 | -36.0% | 684 | -32.9% | 0.02% | -35.1% |
Q2 2022 | $222,000 | -15.3% | 1,019 | +2.2% | 0.04% | -24.5% |
Q1 2022 | $262,000 | -8.4% | 997 | -3.1% | 0.05% | +4.3% |
Q4 2021 | $286,000 | +9.2% | 1,029 | 0.0% | 0.05% | -19.0% |
Q3 2021 | $262,000 | +187.9% | 1,029 | +188.2% | 0.06% | +163.6% |
Q2 2021 | $91,000 | +7.1% | 357 | 0.0% | 0.02% | -4.3% |
Q1 2021 | $85,000 | -24.1% | 357 | -28.7% | 0.02% | -34.3% |
Q4 2020 | $112,000 | +14.3% | 501 | 0.0% | 0.04% | +2.9% |
Q3 2020 | $98,000 | +4.3% | 501 | -4.0% | 0.03% | -10.5% |
Q2 2020 | $94,000 | -1.1% | 522 | -18.7% | 0.04% | -11.6% |
Q1 2020 | $95,000 | -24.0% | 642 | -3.0% | 0.04% | -2.3% |
Q4 2019 | $125,000 | +8.7% | 662 | 0.0% | 0.04% | +33.3% |
Q3 2019 | $115,000 | -5.0% | 662 | -5.7% | 0.03% | -10.8% |
Q2 2019 | $121,000 | +3.4% | 702 | 0.0% | 0.04% | +2.8% |
Q1 2019 | $117,000 | -91.7% | 702 | -92.7% | 0.04% | -92.7% |
Q4 2018 | $1,412,000 | +1029.6% | 9,613 | +1220.5% | 0.49% | +1097.6% |
Q3 2018 | $125,000 | +12400.0% | 728 | +7180.0% | 0.04% | +4000.0% |
Q3 2016 | $1,000 | -92.3% | 10 | -90.9% | 0.00% | -91.7% |
Q2 2014 | $13,000 | – | 110 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TLWM | 207,633 | $49,259,000 | 18.69% |
AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |