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 | $15,782,105 | -4.6% | 64,401 | -1.0% | 0.51% | -7.3% |
| Q2 2023 | $16,551,574 | +6.8% | 65,041 | -1.2% | 0.55% | +2.6% |
| Q1 2023 | $15,497,456 | +5.8% | 65,832 | -0.9% | 0.53% | +0.8% |
| Q4 2022 | $14,653,563 | +6.1% | 66,402 | -0.5% | 0.53% | -25.0% |
| Q3 2022 | $13,811,000 | -4.9% | 66,706 | -0.1% | 0.71% | -6.5% |
| Q2 2022 | $14,521,000 | -17.5% | 66,799 | -0.4% | 0.76% | -9.4% |
| Q1 2022 | $17,599,000 | -6.0% | 67,077 | -0.5% | 0.83% | -4.5% |
| Q4 2021 | $18,714,000 | +7.0% | 67,437 | -1.7% | 0.87% | -0.6% |
| Q3 2021 | $17,486,000 | -0.5% | 68,615 | -0.1% | 0.88% | -9.8% |
| Q2 2021 | $17,580,000 | +3.9% | 68,695 | -3.7% | 0.97% | -7.6% |
| Q1 2021 | $16,928,000 | +5.7% | 71,355 | -0.4% | 1.05% | -1.0% |
| Q4 2020 | $16,019,000 | +10.4% | 71,657 | -3.3% | 1.06% | -4.1% |
| Q3 2020 | $14,507,000 | +5.6% | 74,124 | -2.9% | 1.11% | +0.3% |
| Q2 2020 | $13,743,000 | -99.9% | 76,327 | -2.9% | 1.11% | +3.8% |
| Q1 2020 | $11,660,918,000 | +77078.6% | 78,614 | -1.9% | 1.06% | -7.0% |
| Q4 2019 | $15,109,000 | +6.7% | 80,158 | -1.6% | 1.14% | -7.6% |
| Q3 2019 | $14,154,000 | -1.2% | 81,453 | -2.0% | 1.24% | +7.2% |
| Q2 2019 | $14,332,000 | +1.9% | 83,153 | -1.5% | 1.16% | -3.8% |
| Q1 2019 | $14,070,000 | +12.9% | 84,406 | -0.5% | 1.20% | +1.0% |
| Q4 2018 | $12,464,000 | -18.1% | 84,837 | -3.9% | 1.19% | -9.4% |
| Q3 2018 | $15,210,000 | +3.8% | 88,278 | -2.2% | 1.31% | -0.5% |
| Q2 2018 | $14,656,000 | -84.0% | 90,306 | +531.4% | 1.32% | +85.3% |
| Q1 2018 | $91,482,000 | +519.4% | 14,302 | -84.7% | 0.71% | -48.7% |
| Q4 2017 | $14,770,000 | +3.4% | 93,384 | -2.4% | 1.39% | -0.9% |
| Q3 2017 | $14,284,000 | +1.6% | 95,685 | -0.5% | 1.40% | -0.8% |
| Q2 2017 | $14,062,000 | -3.7% | 96,126 | -7.9% | 1.41% | -10.1% |
| Q1 2017 | $14,599,000 | +1.7% | 104,356 | -0.9% | 1.57% | -1.6% |
| Q4 2016 | $14,359,000 | +3.2% | 105,342 | -2.9% | 1.60% | -5.6% |
| Q3 2016 | $13,912,000 | +2.7% | 108,528 | -0.7% | 1.69% | -2.8% |
| Q2 2016 | $13,548,000 | +1.3% | 109,239 | -1.3% | 1.74% | -1.5% |
| Q1 2016 | $13,372,000 | +499.6% | 110,640 | +496.9% | 1.77% | +471.5% |
| Q4 2015 | $2,230,000 | -65.7% | 18,537 | -67.6% | 0.31% | -68.1% |
| Q3 2015 | $6,506,000 | +272.8% | 57,128 | +305.9% | 0.97% | +270.2% |
| Q2 2015 | $1,745,000 | -1.8% | 14,073 | -1.9% | 0.26% | -5.8% |
| Q1 2015 | $1,777,000 | -0.1% | 14,349 | -1.3% | 0.28% | -2.5% |
| Q4 2014 | $1,778,000 | +3.4% | 14,536 | -1.3% | 0.28% | -2.1% |
| Q3 2014 | $1,720,000 | -8.4% | 14,728 | -7.7% | 0.29% | -11.8% |
| Q2 2014 | $1,878,000 | +4.8% | 15,954 | 0.0% | 0.33% | -3.8% |
| Q1 2014 | $1,792,000 | +26.3% | 15,954 | +24.4% | 0.34% | +22.1% |
| Q4 2013 | $1,419,000 | +9.0% | 12,822 | -0.4% | 0.28% | +3.7% |
| Q3 2013 | $1,302,000 | +5.5% | 12,869 | +0.1% | 0.27% | -18.4% |
| Q2 2013 | $1,234,000 | – | 12,860 | – | 0.33% | – |
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% |