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 | $30,198 | -3.7% | 123 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $31,359 | +8.1% | 123 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $29,009 | -10.1% | 123 | -15.8% | 0.00% | 0.0% |
Q4 2022 | $32,269 | +7.6% | 146 | 0.0% | 0.00% | -20.0% |
Q3 2022 | $30,000 | -6.2% | 146 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $32,000 | -15.8% | 146 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $38,000 | -7.3% | 146 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $41,000 | +10.8% | 146 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $37,000 | 0.0% | 146 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $37,000 | +5.7% | 146 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $35,000 | +6.1% | 146 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $33,000 | -13.2% | 146 | -24.7% | 0.01% | -37.5% |
Q3 2020 | $38,000 | +8.6% | 194 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $35,000 | +20.7% | 194 | 0.0% | 0.01% | +14.3% |
Q1 2020 | $29,000 | -34.1% | 194 | -17.4% | 0.01% | -12.5% |
Q4 2019 | $44,000 | -50.0% | 235 | -53.4% | 0.01% | -55.6% |
Q3 2019 | $88,000 | -21.4% | 504 | -22.1% | 0.02% | -21.7% |
Q2 2019 | $112,000 | +3.7% | 647 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $108,000 | +13.7% | 647 | 0.0% | 0.02% | +4.5% |
Q4 2018 | $95,000 | -9.5% | 647 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $105,000 | +4.0% | 647 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $101,000 | -23.5% | 647 | -22.6% | 0.02% | -21.4% |
Q4 2017 | $132,000 | 0.0% | 836 | -5.4% | 0.03% | -3.4% |
Q3 2017 | $132,000 | +3.9% | 884 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $127,000 | +2.4% | 884 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $124,000 | -11.4% | 884 | -15.8% | 0.03% | -14.7% |
Q4 2016 | $140,000 | -37.8% | 1,050 | -42.1% | 0.03% | -46.0% |
Q2 2016 | $225,000 | +2.7% | 1,814 | 0.0% | 0.06% | -20.3% |
Q1 2016 | $219,000 | -12.4% | 1,814 | -12.8% | 0.08% | -17.7% |
Q4 2015 | $250,000 | +5.5% | 2,080 | 0.0% | 0.10% | -5.0% |
Q3 2015 | $237,000 | -16.3% | 2,080 | -9.0% | 0.10% | -5.6% |
Q2 2015 | $283,000 | -6.3% | 2,285 | -6.2% | 0.11% | -7.8% |
Q1 2015 | $302,000 | -1.9% | 2,435 | -3.3% | 0.12% | -6.5% |
Q4 2014 | $308,000 | +4.8% | 2,518 | 0.0% | 0.12% | -6.8% |
Q3 2014 | $294,000 | -0.7% | 2,518 | 0.0% | 0.13% | -7.0% |
Q2 2014 | $296,000 | +4.6% | 2,518 | 0.0% | 0.14% | -4.0% |
Q1 2014 | $283,000 | +1.4% | 2,518 | 0.0% | 0.15% | -2.6% |
Q4 2013 | $279,000 | +9.4% | 2,518 | 0.0% | 0.15% | -3.8% |
Q3 2013 | $255,000 | +4.9% | 2,518 | 0.0% | 0.16% | -4.8% |
Q2 2013 | $243,000 | – | 2,518 | – | 0.17% | – |
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% |