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 | $1,278,264 | -8.0% | 5,216 | -4.4% | 0.05% | -4.0% |
| Q2 2023 | $1,388,730 | -15.6% | 5,457 | -21.9% | 0.05% | -9.1% |
| Q1 2023 | $1,644,792 | +5.0% | 6,986 | -1.6% | 0.06% | -1.8% |
| Q4 2022 | $1,566,690 | +11.3% | 7,099 | +4.5% | 0.06% | +3.7% |
| Q3 2022 | $1,407,000 | -5.4% | 6,795 | -0.7% | 0.05% | +3.8% |
| Q2 2022 | $1,487,000 | -7.3% | 6,840 | +11.9% | 0.05% | +8.3% |
| Q1 2022 | $1,604,000 | -11.2% | 6,113 | -6.1% | 0.05% | -4.0% |
| Q4 2021 | $1,807,000 | +11.8% | 6,511 | +2.7% | 0.05% | +2.0% |
| Q3 2021 | $1,616,000 | -0.5% | 6,340 | -0.1% | 0.05% | +2.1% |
| Q2 2021 | $1,624,000 | +27.7% | 6,345 | +18.4% | 0.05% | +17.1% |
| Q1 2021 | $1,272,000 | +12.9% | 5,361 | +6.4% | 0.04% | +7.9% |
| Q4 2020 | $1,127,000 | +13.0% | 5,040 | -1.0% | 0.04% | -2.6% |
| Q3 2020 | $997,000 | -20.0% | 5,092 | -26.4% | 0.04% | -29.1% |
| Q2 2020 | $1,246,000 | +15.3% | 6,922 | -5.0% | 0.06% | -14.1% |
| Q1 2020 | $1,081,000 | -23.6% | 7,285 | -2.9% | 0.06% | +6.7% |
| Q4 2019 | $1,414,000 | +239.1% | 7,504 | +212.7% | 0.06% | +200.0% |
| Q3 2019 | $417,000 | +5.3% | 2,400 | +4.4% | 0.02% | 0.0% |
| Q2 2019 | $396,000 | +33.8% | 2,298 | +29.3% | 0.02% | +17.6% |
| Q1 2019 | $296,000 | +31.6% | 1,777 | +16.1% | 0.02% | +6.2% |
| Q4 2018 | $225,000 | -19.9% | 1,531 | -6.1% | 0.02% | -5.9% |
| Q3 2018 | $281,000 | +2.2% | 1,630 | -3.7% | 0.02% | -5.6% |
| Q2 2018 | $275,000 | +3.8% | 1,693 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $265,000 | -37.4% | 1,693 | -36.6% | 0.02% | -42.4% |
| Q4 2017 | $423,000 | -18.8% | 2,671 | -23.4% | 0.03% | -23.3% |
| Q3 2017 | $521,000 | +9.7% | 3,489 | +5.8% | 0.04% | -4.4% |
| Q2 2017 | $475,000 | +31.6% | 3,298 | +27.9% | 0.04% | +28.6% |
| Q1 2017 | $361,000 | +76.1% | 2,578 | +67.2% | 0.04% | +59.1% |
| Q4 2016 | $205,000 | -12.4% | 1,542 | -15.5% | 0.02% | -21.4% |
| Q3 2016 | $234,000 | +3.5% | 1,825 | +0.2% | 0.03% | -3.4% |
| Q2 2016 | $226,000 | – | 1,821 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |