ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,143 | -3.7% | 376 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $95,685 | +8.1% | 376 | 0.0% | 0.03% | +8.0% |
| Q1 2023 | $88,515 | +6.7% | 376 | 0.0% | 0.02% | +8.7% |
| Q4 2022 | $82,976 | +6.4% | 376 | 0.0% | 0.02% | +15.0% |
| Q3 2022 | $78,000 | -4.9% | 376 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $82,000 | -17.2% | 376 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $99,000 | -4.8% | 376 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $104,000 | +8.3% | 376 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $96,000 | 0.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $96,000 | +7.9% | 376 | 0.0% | 0.02% | +4.8% |
| Q1 2021 | $89,000 | +6.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $84,000 | +13.5% | 376 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $74,000 | +8.8% | 376 | 0.0% | 0.02% | +5.0% |
| Q2 2020 | $68,000 | +21.4% | 376 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $56,000 | -21.1% | 376 | 0.0% | 0.02% | -5.0% |
| Q4 2019 | $71,000 | +9.2% | 376 | 0.0% | 0.02% | +5.3% |
| Q3 2019 | $65,000 | 0.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $65,000 | +3.2% | 376 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $63,000 | +14.5% | 376 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $55,000 | -15.4% | 376 | 0.0% | 0.02% | -17.4% |
| Q3 2018 | $65,000 | +1.6% | 376 | -4.6% | 0.02% | -8.0% |
| Q2 2018 | $64,000 | +3.2% | 394 | 0.0% | 0.02% | +4.2% |
| Q1 2018 | $62,000 | 0.0% | 394 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $62,000 | +5.1% | 394 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $59,000 | +3.5% | 394 | 0.0% | 0.02% | -4.0% |
| Q2 2017 | $57,000 | +3.6% | 394 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $55,000 | +5.8% | 394 | 0.0% | 0.03% | +4.0% |
| Q4 2016 | $52,000 | +2.0% | 394 | 0.0% | 0.02% | -3.8% |
| Q3 2016 | $51,000 | +4.1% | 394 | 0.0% | 0.03% | +4.0% |
| Q2 2016 | $49,000 | -12.5% | 394 | -15.6% | 0.02% | -16.7% |
| Q1 2016 | $56,000 | 0.0% | 467 | 0.0% | 0.03% | -6.2% |
| Q4 2015 | $56,000 | -5.1% | 467 | -9.3% | 0.03% | -5.9% |
| Q3 2015 | $59,000 | -7.8% | 515 | 0.0% | 0.03% | -8.1% |
| Q2 2015 | $64,000 | 0.0% | 515 | 0.0% | 0.04% | -2.6% |
| Q1 2015 | $64,000 | +1.6% | 515 | 0.0% | 0.04% | -2.6% |
| Q4 2014 | $63,000 | +5.0% | 515 | 0.0% | 0.04% | -2.5% |
| Q3 2014 | $60,000 | -1.6% | 515 | 0.0% | 0.04% | -2.4% |
| Q2 2014 | $61,000 | +5.2% | 515 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $58,000 | -9.4% | 515 | -11.1% | 0.04% | -6.8% |
| Q4 2013 | $64,000 | – | 579 | – | 0.04% | – |
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% |