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 | $8,384 | -1.9% | 34,211 | +1.8% | 0.05% | -3.8% |
| Q2 2023 | $8,549 | +8.0% | 33,596 | -0.1% | 0.05% | 0.0% |
| Q1 2023 | $7,917 | -0.5% | 33,629 | -6.7% | 0.05% | -10.2% |
| Q4 2022 | $7,953 | -99.9% | 36,038 | +2.6% | 0.06% | +1.7% |
| Q3 2022 | $7,275,000 | +42.6% | 35,137 | +49.7% | 0.06% | +45.0% |
| Q2 2022 | $5,102,000 | +264.7% | 23,468 | +340.2% | 0.04% | +300.0% |
| Q1 2022 | $1,399,000 | -45.1% | 5,331 | -41.9% | 0.01% | -44.4% |
| Q4 2021 | $2,547,000 | +82.2% | 9,179 | +68.0% | 0.02% | +63.6% |
| Q2 2021 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,398,000 | 0.0% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,398,000 | +118.8% | 5,464 | +25.6% | 0.01% | -31.2% |
| Q4 2018 | $639,000 | -10.6% | 4,349 | +4.8% | 0.02% | -11.1% |
| Q3 2018 | $715,000 | +6.1% | 4,150 | 0.0% | 0.02% | -18.2% |
| Q2 2018 | $674,000 | -35.2% | 4,150 | -37.6% | 0.02% | -46.3% |
| Q1 2018 | $1,040,000 | -4.0% | 6,650 | -2.9% | 0.04% | -14.6% |
| Q4 2017 | $1,083,000 | +5.9% | 6,850 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $1,023,000 | +3.6% | 6,850 | 0.0% | 0.05% | -5.9% |
| Q2 2017 | $987,000 | +4.7% | 6,850 | +1.6% | 0.05% | -3.8% |
| Q1 2017 | $943,000 | +5.2% | 6,739 | 0.0% | 0.05% | -3.6% |
| Q4 2016 | $896,000 | +209.0% | 6,739 | +197.7% | 0.06% | +175.0% |
| Q3 2016 | $290,000 | +437.0% | 2,264 | +420.5% | 0.02% | +400.0% |
| Q2 2016 | $54,000 | +1.9% | 435 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $53,000 | +231.2% | 435 | +202.1% | 0.01% | +150.0% |
| Q3 2015 | $16,000 | – | 144 | – | 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% |