ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,149,838 | -3.7% | 4,692 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,194,037 | +10.1% | 4,692 | +1.9% | 0.02% | 0.0% |
| Q1 2023 | $1,084,063 | +6.7% | 4,605 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $1,016,231 | +51.2% | 4,605 | +41.8% | 0.02% | +40.0% |
| Q3 2022 | $672,000 | -4.8% | 3,248 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $706,000 | -17.1% | 3,248 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $852,000 | -5.4% | 3,248 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $901,000 | +13.2% | 3,248 | +4.0% | 0.02% | +7.1% |
| Q3 2021 | $796,000 | -15.8% | 3,123 | -15.5% | 0.01% | -17.6% |
| Q2 2021 | $945,000 | +7.9% | 3,694 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $876,000 | +6.1% | 3,694 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $826,000 | -40.0% | 3,694 | -47.5% | 0.02% | -47.1% |
| Q3 2020 | $1,377,000 | +8.7% | 7,036 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $1,267,000 | -19.4% | 7,036 | -33.6% | 0.03% | -34.6% |
| Q1 2020 | $1,571,000 | -15.2% | 10,594 | +7.8% | 0.05% | +4.0% |
| Q4 2019 | $1,853,000 | +8.4% | 9,832 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $1,709,000 | +58.1% | 9,832 | +56.7% | 0.05% | +51.5% |
| Q2 2019 | $1,081,000 | +3.3% | 6,274 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $1,046,000 | +13.4% | 6,274 | 0.0% | 0.03% | -2.9% |
| Q4 2018 | $922,000 | -14.7% | 6,274 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $1,081,000 | +17.4% | 6,274 | +10.6% | 0.04% | +12.9% |
| Q2 2018 | $921,000 | +3.8% | 5,674 | 0.0% | 0.03% | -8.8% |
| Q1 2018 | $887,000 | -1.1% | 5,674 | 0.0% | 0.03% | +3.0% |
| Q4 2017 | $897,000 | +5.9% | 5,674 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $847,000 | -6.3% | 5,674 | -9.6% | 0.03% | -5.7% |
| Q2 2017 | $904,000 | +3.0% | 6,274 | 0.0% | 0.04% | +2.9% |
| Q1 2017 | $878,000 | +5.3% | 6,274 | 0.0% | 0.03% | -2.9% |
| Q4 2016 | $834,000 | +253.4% | 6,274 | +240.8% | 0.04% | +250.0% |
| Q3 2016 | $236,000 | +53.2% | 1,841 | +48.3% | 0.01% | +42.9% |
| Q2 2016 | $154,000 | +2.7% | 1,241 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $150,000 | -21.9% | 1,241 | -22.2% | 0.01% | -22.2% |
| Q4 2015 | $192,000 | +5.5% | 1,595 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $182,000 | -8.1% | 1,595 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $198,000 | +0.5% | 1,595 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $197,000 | +5.3% | 1,595 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $187,000 | -0.5% | 1,595 | 0.0% | 0.01% | -10.0% |
| Q2 2014 | $188,000 | +5.0% | 1,595 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $179,000 | -13.1% | 1,595 | -14.7% | 0.01% | -9.1% |
| Q4 2013 | $206,000 | +31.2% | 1,870 | +20.6% | 0.01% | +22.2% |
| Q3 2013 | $157,000 | +5.4% | 1,550 | 0.0% | 0.01% | +12.5% |
| Q2 2013 | $149,000 | – | 1,550 | – | 0.01% | – |
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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% |