ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,301 | -18.2% | 344 | -15.1% | 0.00% | -20.0% |
| Q2 2023 | $103,064 | +8.1% | 405 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $95,341 | -81.1% | 405 | -82.3% | 0.01% | -83.3% |
| Q4 2022 | $505,137 | +95.8% | 2,289 | +83.7% | 0.03% | +87.5% |
| Q3 2022 | $258,000 | -65.4% | 1,246 | -75.2% | 0.02% | -82.0% |
| Q1 2020 | $745,000 | -96.3% | 5,027 | -95.3% | 0.09% | -93.9% |
| Q4 2019 | $20,202,000 | +5.8% | 107,180 | -2.5% | 1.46% | -3.7% |
| Q3 2019 | $19,098,000 | -1.6% | 109,906 | -2.4% | 1.52% | -2.9% |
| Q2 2019 | $19,405,000 | +2.6% | 112,587 | -0.8% | 1.57% | +0.5% |
| Q1 2019 | $18,917,000 | +4.1% | 113,481 | -8.3% | 1.56% | -13.1% |
| Q4 2018 | $18,175,000 | -25.8% | 123,708 | -13.0% | 1.79% | -11.2% |
| Q3 2018 | $24,495,000 | +4.7% | 142,164 | -1.4% | 2.02% | -0.4% |
| Q2 2018 | $23,394,000 | +11.9% | 144,149 | +7.8% | 2.03% | +6.7% |
| Q1 2018 | $20,914,000 | -35.9% | 133,770 | -35.2% | 1.90% | -39.7% |
| Q4 2017 | $32,644,000 | +9.4% | 206,388 | +3.2% | 3.15% | -6.3% |
| Q3 2017 | $29,843,000 | +43.8% | 199,916 | +38.8% | 3.36% | +22.0% |
| Q2 2017 | $20,746,000 | +4.3% | 144,052 | +1.3% | 2.75% | +3.0% |
| Q1 2017 | $19,891,000 | +3.8% | 142,183 | -1.3% | 2.67% | -0.3% |
| Q4 2016 | $19,156,000 | +15.7% | 144,053 | +11.5% | 2.68% | +12.9% |
| Q3 2016 | $16,556,000 | +17.0% | 129,152 | +13.2% | 2.38% | +11.6% |
| Q2 2016 | $14,148,000 | +7.2% | 114,077 | +4.4% | 2.13% | +6.1% |
| Q1 2016 | $13,201,000 | +35.0% | 109,227 | +34.4% | 2.01% | +42.9% |
| Q4 2015 | $9,776,000 | +148.2% | 81,258 | +135.0% | 1.40% | +102.6% |
| Q3 2015 | $3,938,000 | – | 34,580 | – | 0.69% | – |
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% |