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 | $6,770,153 | -6.2% | 27,627 | -2.6% | 0.50% | -4.2% |
| Q2 2023 | $7,217,183 | +5.7% | 28,361 | -2.2% | 0.53% | +14.1% |
| Q1 2023 | $6,827,079 | -7.8% | 29,001 | -13.6% | 0.46% | -12.7% |
| Q4 2022 | $7,405,013 | +6.6% | 33,555 | +0.0% | 0.53% | -1.5% |
| Q3 2022 | $6,946,000 | -4.8% | 33,549 | 0.0% | 0.54% | -0.7% |
| Q2 2022 | $7,293,000 | -15.8% | 33,549 | +1.7% | 0.54% | -5.3% |
| Q1 2022 | $8,659,000 | +105.4% | 33,003 | +117.2% | 0.57% | +113.1% |
| Q4 2021 | $4,216,000 | -65.2% | 15,194 | -68.0% | 0.27% | -68.2% |
| Q3 2021 | $12,114,000 | -5.5% | 47,537 | -5.1% | 0.84% | +0.1% |
| Q2 2021 | $12,819,000 | +6.7% | 50,092 | -1.1% | 0.84% | -2.7% |
| Q1 2021 | $12,010,000 | +6.1% | 50,626 | 0.0% | 0.86% | +0.7% |
| Q4 2020 | $11,317,000 | +509.4% | 50,626 | +433.5% | 0.86% | +382.0% |
| Q3 2020 | $1,857,000 | +8.7% | 9,490 | 0.0% | 0.18% | -29.1% |
| Q2 2020 | $1,709,000 | +21.4% | 9,490 | 0.0% | 0.25% | +2.0% |
| Q1 2020 | $1,408,000 | -21.3% | 9,490 | 0.0% | 0.25% | -46.8% |
| Q4 2019 | $1,789,000 | +7.6% | 9,490 | -0.8% | 0.46% | +4.8% |
| Q3 2019 | $1,663,000 | +0.8% | 9,570 | 0.0% | 0.44% | -1.6% |
| Q2 2019 | $1,649,000 | -18.9% | 9,570 | -30.9% | 0.45% | -4.3% |
| Q4 2018 | $2,034,000 | -14.7% | 13,845 | 0.0% | 0.47% | -24.4% |
| Q3 2018 | $2,385,000 | +3.4% | 13,845 | -2.6% | 0.62% | +1.8% |
| Q2 2018 | $2,307,000 | +3.8% | 14,213 | 0.0% | 0.61% | +3.2% |
| Q1 2018 | $2,222,000 | -1.2% | 14,213 | 0.0% | 0.59% | 0.0% |
| Q4 2017 | $2,248,000 | +5.9% | 14,213 | 0.0% | 0.59% | +0.9% |
| Q3 2017 | $2,122,000 | +3.7% | 14,213 | 0.0% | 0.58% | +7.4% |
| Q2 2017 | $2,047,000 | +3.0% | 14,213 | 0.0% | 0.54% | +7.5% |
| Q1 2017 | $1,988,000 | +5.2% | 14,213 | 0.0% | 0.51% | -3.6% |
| Q4 2016 | $1,890,000 | +3.7% | 14,213 | 0.0% | 0.52% | +2.5% |
| Q3 2016 | $1,822,000 | +3.3% | 14,213 | 0.0% | 0.51% | +1.4% |
| Q2 2016 | $1,763,000 | +2.6% | 14,213 | 0.0% | 0.50% | -18.3% |
| Q1 2016 | $1,718,000 | +0.5% | 14,213 | 0.0% | 0.62% | -15.9% |
| Q4 2015 | $1,709,000 | +4.9% | 14,213 | -0.6% | 0.74% | -8.1% |
| Q3 2015 | $1,629,000 | -8.1% | 14,300 | 0.0% | 0.80% | +85.6% |
| Q2 2015 | $1,773,000 | +0.1% | 14,300 | 0.0% | 0.43% | -24.1% |
| Q1 2015 | $1,771,000 | +1.3% | 14,300 | 0.0% | 0.57% | -34.8% |
| Q4 2014 | $1,749,000 | +4.7% | 14,300 | 0.0% | 0.87% | +88.9% |
| Q3 2014 | $1,670,000 | -0.8% | 14,300 | 0.0% | 0.46% | -9.1% |
| Q2 2014 | $1,684,000 | +4.9% | 14,300 | 0.0% | 0.51% | +2.8% |
| Q1 2014 | $1,606,000 | +1.5% | 14,300 | 0.0% | 0.49% | +0.8% |
| Q4 2013 | $1,582,000 | +9.4% | 14,300 | 0.0% | 0.49% | +2.1% |
| Q3 2013 | $1,446,000 | +4.9% | 14,300 | 0.0% | 0.48% | -5.1% |
| Q2 2013 | $1,379,000 | – | 14,300 | – | 0.50% | – |
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% |