ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $756,060 | +481466.9% | 2,971 | +345.4% | 0.02% | +400.0% |
| Q1 2023 | $157 | +503.8% | 667 | +465.3% | 0.01% | +400.0% |
| Q4 2022 | $26 | -99.9% | 118 | -7.1% | 0.00% | – |
| Q3 2022 | $26,000 | -98.8% | 127 | -98.8% | 0.00% | -100.0% |
| Q2 2022 | $2,233,000 | -29.9% | 10,271 | -10.5% | 0.05% | -9.1% |
| Q4 2021 | $3,184,000 | -32.2% | 11,471 | -37.8% | 0.06% | -54.2% |
| Q3 2021 | $4,696,000 | -52.9% | 18,428 | -52.7% | 0.12% | -53.7% |
| Q2 2021 | $9,971,000 | +7511.5% | 38,963 | +6958.5% | 0.26% | +12850.0% |
| Q1 2021 | $131,000 | -97.9% | 552 | -98.1% | 0.00% | -99.0% |
| Q4 2020 | $6,343,000 | +26329.2% | 28,373 | +22598.4% | 0.19% | – |
| Q3 2020 | $24,000 | -99.8% | 125 | -99.8% | 0.00% | -100.0% |
| Q2 2020 | $14,495,000 | +6429.3% | 80,503 | +6728.1% | 0.60% | +3205.6% |
| Q4 2019 | $222,000 | -96.9% | 1,179 | -97.1% | 0.02% | -96.2% |
| Q2 2019 | $7,083,000 | -58.7% | 41,095 | -60.0% | 0.48% | -54.1% |
| Q1 2019 | $17,134,000 | +190277.8% | 102,781 | +177108.6% | 1.04% | +103900.0% |
| Q4 2018 | $9,000 | -100.0% | 58 | -100.0% | 0.00% | -99.9% |
| Q3 2018 | $24,397,000 | +161.9% | 141,599 | +146.7% | 1.79% | +242.7% |
| Q2 2018 | $9,315,000 | +104.1% | 57,397 | +96.6% | 0.52% | +33.5% |
| Q1 2018 | $4,564,000 | +961.4% | 29,194 | +974.1% | 0.39% | +610.9% |
| Q4 2017 | $430,000 | -74.9% | 2,718 | -77.2% | 0.06% | -71.8% |
| Q2 2017 | $1,714,000 | -66.1% | 11,898 | -68.7% | 0.20% | -64.5% |
| Q4 2016 | $5,058,000 | +62.5% | 38,039 | +47.8% | 0.55% | +18.6% |
| Q1 2016 | $3,112,000 | +145.4% | 25,745 | +131.2% | 0.46% | +276.4% |
| Q3 2015 | $1,268,000 | -63.1% | 11,136 | -59.8% | 0.12% | -59.7% |
| Q2 2015 | $3,437,000 | +96.2% | 27,726 | +96.0% | 0.30% | +40.6% |
| Q1 2015 | $1,752,000 | -6.2% | 14,144 | -7.3% | 0.22% | +19.9% |
| Q4 2014 | $1,867,000 | -43.4% | 15,265 | -45.5% | 0.18% | -57.3% |
| Q2 2014 | $3,299,000 | +5491.5% | 28,017 | +5176.3% | 0.42% | +4140.0% |
| Q4 2013 | $59,000 | – | 531 | – | 0.01% | – |
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% |