ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $136,008 | -3.7% | 555 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $141,236 | +8.1% | 555 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $130,653 | +6.7% | 555 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $122,477 | +6.5% | 555 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $115,000 | -5.0% | 555 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $121,000 | -17.1% | 555 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $146,000 | -5.2% | 555 | 0.0% | 0.00% | -20.0% |
Q4 2021 | $154,000 | +9.2% | 555 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $141,000 | -56.3% | 555 | -56.1% | 0.01% | -61.5% |
Q2 2021 | $323,000 | +7.7% | 1,263 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $300,000 | -52.5% | 1,263 | -55.4% | 0.01% | -56.7% |
Q4 2020 | $632,000 | +14.1% | 2,829 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $554,000 | +8.8% | 2,829 | 0.0% | 0.03% | -3.2% |
Q2 2020 | $509,000 | -10.1% | 2,829 | -25.9% | 0.03% | -36.7% |
Q1 2020 | $566,000 | -21.3% | 3,816 | 0.0% | 0.05% | -7.5% |
Q4 2019 | $719,000 | +17.3% | 3,816 | +8.2% | 0.05% | +6.0% |
Q3 2019 | $613,000 | +30550.0% | 3,528 | +39100.0% | 0.05% | – |
Q1 2019 | $2,000 | – | 9 | – | 0.00% | – |
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% |