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 | $19,023,394 | -9.1% | 77,629 | -2.4% | 0.17% | -6.6% |
| Q2 2023 | $20,928,242 | +14.3% | 79,577 | +2.3% | 0.18% | +4.0% |
| Q1 2023 | $18,314,335 | +35.6% | 77,798 | +18.9% | 0.18% | -74.3% |
| Q4 2022 | $13,507,396 | -8.3% | 65,449 | -8.0% | 0.68% | +302.4% |
| Q3 2022 | $14,723,000 | -33.2% | 71,114 | -29.8% | 0.17% | -14.2% |
| Q2 2022 | $22,036,000 | +17.8% | 101,367 | +42.2% | 0.20% | +37.8% |
| Q1 2022 | $18,701,000 | +507.8% | 71,277 | +542.8% | 0.14% | +521.7% |
| Q4 2021 | $3,077,000 | -9.8% | 11,089 | -17.2% | 0.02% | +4.5% |
| Q3 2021 | $3,413,000 | +32.7% | 13,396 | +33.3% | 0.02% | 0.0% |
| Q2 2021 | $2,571,000 | +16.1% | 10,047 | +7.6% | 0.02% | +4.8% |
| Q1 2021 | $2,215,000 | -1.1% | 9,338 | -6.8% | 0.02% | -8.7% |
| Q4 2020 | $2,240,000 | +43.0% | 10,023 | +21.9% | 0.02% | +15.0% |
| Q3 2020 | $1,566,000 | +2.2% | 8,222 | -3.4% | 0.02% | -4.8% |
| Q2 2020 | $1,533,000 | +2.4% | 8,511 | -15.7% | 0.02% | -22.2% |
| Q1 2020 | $1,497,000 | -59.6% | 10,092 | -48.7% | 0.03% | -53.4% |
| Q4 2019 | $3,707,000 | +1.9% | 19,666 | -6.1% | 0.06% | +1.8% |
| Q3 2019 | $3,638,000 | +78.0% | 20,934 | +76.5% | 0.06% | +54.1% |
| Q2 2019 | $2,044,000 | +7.9% | 11,861 | +4.4% | 0.04% | 0.0% |
| Q1 2019 | $1,894,000 | +54.4% | 11,363 | +35.8% | 0.04% | +23.3% |
| Q4 2018 | $1,227,000 | +3.7% | 8,369 | +21.9% | 0.03% | +25.0% |
| Q3 2018 | $1,183,000 | +150.1% | 6,865 | +136.5% | 0.02% | +200.0% |
| Q2 2018 | $473,000 | -46.0% | 2,903 | -48.2% | 0.01% | -76.5% |
| Q1 2018 | $876,000 | +37.3% | 5,604 | +42.2% | 0.03% | +25.9% |
| Q4 2017 | $638,000 | -50.9% | 3,941 | -54.3% | 0.03% | -15.6% |
| Q3 2017 | $1,299,000 | +21.7% | 8,616 | +16.0% | 0.03% | +10.3% |
| Q2 2017 | $1,067,000 | -6.5% | 7,428 | -9.5% | 0.03% | -9.4% |
| Q1 2017 | $1,141,000 | +1.3% | 8,207 | -1.5% | 0.03% | -13.5% |
| Q4 2016 | $1,126,000 | -7.8% | 8,330 | -13.3% | 0.04% | -26.0% |
| Q3 2016 | $1,221,000 | +4.0% | 9,603 | +0.9% | 0.05% | +6.4% |
| Q2 2016 | $1,174,000 | +2.1% | 9,514 | 0.0% | 0.05% | -16.1% |
| Q1 2016 | $1,150,000 | -42.3% | 9,514 | -42.6% | 0.06% | -41.7% |
| Q4 2015 | $1,994,000 | +28.3% | 16,571 | +21.4% | 0.10% | +12.9% |
| Q3 2015 | $1,554,000 | +37.8% | 13,647 | +50.0% | 0.08% | +57.4% |
| Q2 2015 | $1,128,000 | +16.4% | 9,097 | +16.3% | 0.05% | -3.6% |
| Q1 2015 | $969,000 | -15.1% | 7,821 | -16.3% | 0.06% | -24.3% |
| Q4 2014 | $1,142,000 | +49.1% | 9,340 | +42.5% | 0.07% | +39.6% |
| Q3 2014 | $766,000 | +47.0% | 6,556 | +48.0% | 0.05% | +17.8% |
| Q2 2014 | $521,000 | +21.7% | 4,429 | +16.1% | 0.04% | 0.0% |
| Q1 2014 | $428,000 | +5.4% | 3,815 | +3.9% | 0.04% | 0.0% |
| Q4 2013 | $406,000 | – | 3,671 | – | 0.04% | – |
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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% |