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 | $3,379,566 | -3.8% | 13,790 | -0.2% | 0.99% | -1.7% |
| Q2 2023 | $3,514,565 | +9.6% | 13,811 | -0.2% | 1.00% | -3.1% |
| Q1 2023 | $3,207,341 | +5.3% | 13,840 | +0.3% | 1.04% | -7.2% |
| Q4 2022 | $3,045,937 | +6.6% | 13,803 | +0.0% | 1.12% | +3.4% |
| Q3 2022 | $2,857,000 | -5.7% | 13,802 | -1.0% | 1.08% | +0.7% |
| Q2 2022 | $3,029,000 | -17.4% | 13,936 | -0.3% | 1.07% | +0.8% |
| Q1 2022 | $3,666,000 | -5.1% | 13,972 | +0.3% | 1.06% | -0.7% |
| Q4 2021 | $3,864,000 | +7.0% | 13,927 | -1.7% | 1.07% | -3.0% |
| Q3 2021 | $3,612,000 | -1.9% | 14,173 | -1.5% | 1.10% | -2.7% |
| Q2 2021 | $3,682,000 | +0.2% | 14,391 | -7.1% | 1.13% | -9.9% |
| Q1 2021 | $3,674,000 | -4.2% | 15,490 | -9.7% | 1.26% | -8.3% |
| Q4 2020 | $3,836,000 | +13.9% | 17,162 | -0.3% | 1.37% | +0.8% |
| Q3 2020 | $3,368,000 | +3.6% | 17,211 | -4.7% | 1.36% | -5.4% |
| Q2 2020 | $3,252,000 | +22.8% | 18,062 | +1.1% | 1.44% | -1.6% |
| Q1 2020 | $2,648,000 | -22.4% | 17,857 | -1.4% | 1.46% | -9.1% |
| Q4 2019 | $3,414,000 | -2.5% | 18,114 | -10.2% | 1.61% | -12.3% |
| Q3 2019 | $3,503,000 | -1.0% | 20,161 | -1.8% | 1.83% | +0.6% |
| Q2 2019 | $3,538,000 | +1.8% | 20,528 | -1.6% | 1.82% | -0.1% |
| Q1 2019 | $3,476,000 | -43.2% | 20,852 | -50.0% | 1.82% | -0.2% |
| Q4 2018 | $6,122,000 | +70.5% | 41,682 | +100.0% | 1.83% | +2.8% |
| Q3 2018 | $3,591,000 | +5.7% | 20,840 | -0.5% | 1.78% | -2.0% |
| Q2 2018 | $3,398,000 | +3.9% | 20,940 | +0.1% | 1.82% | -1.6% |
| Q1 2018 | $3,269,000 | -1.9% | 20,915 | -0.7% | 1.85% | -4.9% |
| Q4 2017 | $3,332,000 | +4.5% | 21,065 | -1.4% | 1.94% | -0.7% |
| Q3 2017 | $3,189,000 | +5.2% | 21,365 | +1.5% | 1.96% | +0.3% |
| Q2 2017 | $3,030,000 | +7.5% | 21,040 | +4.4% | 1.95% | +12.9% |
| Q1 2017 | $2,818,000 | +7.0% | 20,144 | +1.7% | 1.73% | -0.8% |
| Q4 2016 | $2,634,000 | +20.4% | 19,804 | +16.0% | 1.74% | -1.8% |
| Q3 2016 | $2,188,000 | +2.8% | 17,070 | -0.6% | 1.77% | +0.4% |
| Q2 2016 | $2,129,000 | +2.5% | 17,170 | -0.1% | 1.77% | -0.1% |
| Q1 2016 | $2,077,000 | -9.3% | 17,189 | -9.7% | 1.77% | +0.2% |
| Q4 2015 | $2,290,000 | +5.1% | 19,033 | -0.5% | 1.76% | +4.0% |
| Q3 2015 | $2,179,000 | -7.9% | 19,128 | +0.2% | 1.70% | -0.4% |
| Q2 2015 | $2,367,000 | +0.1% | 19,090 | -0.0% | 1.70% | -0.3% |
| Q1 2015 | $2,365,000 | +1.2% | 19,099 | 0.0% | 1.71% | -3.0% |
| Q4 2014 | $2,336,000 | +5.3% | 19,099 | +0.5% | 1.76% | +0.1% |
| Q3 2014 | $2,219,000 | -1.7% | 18,997 | -0.9% | 1.76% | -2.7% |
| Q2 2014 | $2,257,000 | +0.3% | 19,172 | -4.3% | 1.81% | -8.8% |
| Q1 2014 | $2,251,000 | +0.5% | 20,042 | -1.0% | 1.98% | -0.6% |
| Q4 2013 | $2,239,000 | – | 20,239 | – | 2.00% | – |
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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% |