ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $69,211 | +0.2% | 294 | -6.1% | 0.01% | -10.0% |
| Q4 2022 | $69,073 | -1.3% | 313 | -7.1% | 0.01% | -9.1% |
| Q3 2022 | $70,000 | -4.1% | 337 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $73,000 | -18.0% | 337 | -0.6% | 0.01% | -15.4% |
| Q1 2022 | $89,000 | -12.7% | 339 | -8.1% | 0.01% | -13.3% |
| Q4 2021 | $102,000 | +8.5% | 369 | 0.0% | 0.02% | +7.1% |
| Q3 2021 | $94,000 | -2.1% | 369 | -1.9% | 0.01% | -12.5% |
| Q2 2021 | $96,000 | +74.5% | 376 | +63.5% | 0.02% | -30.4% |
| Q1 2021 | $55,000 | +7.8% | 230 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $51,000 | +13.3% | 230 | 0.0% | 0.02% | +27.8% |
| Q3 2020 | $45,000 | +9.8% | 230 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $41,000 | +20.6% | 230 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $34,000 | -91.9% | 230 | -89.7% | 0.02% | -89.6% |
| Q4 2019 | $420,000 | +950.0% | 2,230 | +869.6% | 0.16% | +805.6% |
| Q3 2019 | $40,000 | 0.0% | 230 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $40,000 | +5.3% | 230 | 0.0% | 0.02% | +5.9% |
| Q1 2019 | $38,000 | +11.8% | 230 | 0.0% | 0.02% | +6.2% |
| Q4 2018 | $34,000 | -15.0% | 230 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $40,000 | +8.1% | 230 | 0.0% | 0.02% | +6.2% |
| Q2 2018 | $37,000 | +2.8% | 230 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $36,000 | 0.0% | 230 | 0.0% | 0.02% | +6.2% |
| Q4 2017 | $36,000 | +5.9% | 230 | 0.0% | 0.02% | -5.9% |
| Q3 2017 | $34,000 | +3.0% | 230 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $33,000 | +3.1% | 230 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $32,000 | +3.2% | 230 | 0.0% | 0.02% | +6.2% |
| Q4 2016 | $31,000 | +6.9% | 230 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $29,000 | 0.0% | 230 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $29,000 | +3.6% | 230 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $28,000 | 0.0% | 230 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $28,000 | +7.7% | 230 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $26,000 | -10.3% | 230 | 0.0% | 0.02% | -5.9% |
| Q2 2015 | $29,000 | +3.6% | 230 | 0.0% | 0.02% | -5.6% |
| Q1 2015 | $28,000 | 0.0% | 230 | 0.0% | 0.02% | +5.9% |
| Q4 2014 | $28,000 | +3.7% | 230 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $27,000 | 0.0% | 230 | 0.0% | 0.02% | +6.2% |
| Q2 2014 | $27,000 | +3.8% | 230 | 0.0% | 0.02% | -5.9% |
| Q1 2014 | $26,000 | +4.0% | 230 | 0.0% | 0.02% | +6.2% |
| Q4 2013 | $25,000 | -89.1% | 230 | -91.5% | 0.02% | -94.2% |
| Q4 2012 | $229,000 | – | 2,700 | – | 0.28% | – |
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% |