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 | $17,296,577 | +0.9% | 70,581 | +4.8% | 0.26% | -3.7% |
| Q2 2023 | $17,138,970 | +8.2% | 67,349 | +0.1% | 0.27% | -9.2% |
| Q1 2023 | $15,846,002 | +762.0% | 67,313 | +706.1% | 0.30% | +555.6% |
| Q4 2022 | $1,838,198 | +3.3% | 8,350 | -2.8% | 0.04% | -18.2% |
| Q3 2022 | $1,779,000 | -4.8% | 8,591 | 0.0% | 0.06% | -3.5% |
| Q2 2022 | $1,868,000 | +8.8% | 8,591 | +31.3% | 0.06% | +1.8% |
| Q1 2022 | $1,717,000 | -6.0% | 6,544 | -0.6% | 0.06% | -5.1% |
| Q4 2021 | $1,827,000 | +31.6% | 6,581 | +20.8% | 0.06% | +15.7% |
| Q3 2021 | $1,388,000 | +2.3% | 5,446 | +2.7% | 0.05% | -7.3% |
| Q2 2021 | $1,357,000 | +7.8% | 5,302 | -0.1% | 0.06% | -17.9% |
| Q1 2021 | $1,259,000 | +6.1% | 5,309 | 0.0% | 0.07% | -2.9% |
| Q4 2020 | $1,187,000 | +12.3% | 5,309 | -1.7% | 0.07% | -4.2% |
| Q3 2020 | $1,057,000 | +8.7% | 5,399 | 0.0% | 0.07% | -2.7% |
| Q2 2020 | $972,000 | +21.3% | 5,399 | 0.0% | 0.07% | -2.6% |
| Q1 2020 | $801,000 | +28.4% | 5,399 | +63.2% | 0.08% | -1.3% |
| Q4 2019 | $624,000 | +8.5% | 3,309 | 0.0% | 0.08% | -3.8% |
| Q3 2019 | $575,000 | -42.9% | 3,309 | -43.3% | 0.08% | -43.7% |
| Q2 2019 | $1,007,000 | +230.2% | 5,841 | +176.2% | 0.14% | +97.2% |
| Q2 2017 | $305,000 | +3.0% | 2,115 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $296,000 | +5.3% | 2,115 | 0.0% | 0.07% | -2.7% |
| Q4 2016 | $281,000 | +3.7% | 2,115 | 0.0% | 0.08% | +1.4% |
| Q3 2016 | $271,000 | +3.4% | 2,115 | 0.0% | 0.07% | -1.3% |
| Q2 2016 | $262,000 | +2.3% | 2,115 | 0.0% | 0.08% | -3.8% |
| Q1 2016 | $256,000 | +0.8% | 2,115 | 0.0% | 0.08% | -1.3% |
| Q4 2015 | $254,000 | +5.4% | 2,115 | 0.0% | 0.08% | -8.1% |
| Q3 2015 | $241,000 | -8.0% | 2,115 | 0.0% | 0.09% | -2.3% |
| Q2 2015 | $262,000 | 0.0% | 2,115 | 0.0% | 0.09% | -5.4% |
| Q1 2015 | $262,000 | +1.2% | 2,115 | 0.0% | 0.09% | -5.1% |
| Q4 2014 | $259,000 | +4.9% | 2,115 | 0.0% | 0.10% | -6.7% |
| Q3 2014 | $247,000 | – | 2,115 | – | 0.10% | – |
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% |