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 | $536,291 | -3.7% | 2,188 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $556,906 | +8.2% | 2,188 | +0.0% | 0.05% | +4.2% |
| Q1 2023 | $514,916 | -21.4% | 2,187 | -26.3% | 0.05% | -28.4% |
| Q4 2022 | $655,157 | -99.9% | 2,968 | +31.9% | 0.07% | +28.8% |
| Q3 2022 | $465,945,000 | -4.7% | 2,250 | +0.1% | 0.05% | -3.7% |
| Q2 2022 | $488,761,000 | -23.1% | 2,248 | -7.1% | 0.05% | -10.0% |
| Q1 2022 | $635,440,000 | -29.2% | 2,421 | -25.1% | 0.06% | -27.7% |
| Q4 2021 | $897,306,000 | +49.6% | 3,233 | +37.4% | 0.08% | +45.6% |
| Q3 2021 | $599,739,000 | -0.4% | 2,353 | +0.1% | 0.06% | -1.7% |
| Q2 2021 | $601,895,000 | +7.9% | 2,351 | 0.0% | 0.06% | +1.8% |
| Q1 2021 | $557,755,000 | +6.2% | 2,351 | +0.1% | 0.06% | -3.4% |
| Q4 2020 | $525,327,000 | +14.3% | 2,349 | +0.0% | 0.06% | +1.7% |
| Q3 2020 | $459,608,000 | +8.8% | 2,348 | +0.1% | 0.06% | 0.0% |
| Q2 2020 | $422,563,000 | -22.2% | 2,346 | -35.9% | 0.06% | -34.8% |
| Q1 2020 | $543,106,000 | +42.1% | 3,661 | +65.1% | 0.09% | +89.4% |
| Q2 2019 | $382,290,000 | +16.0% | 2,217 | +12.2% | 0.05% | +4.4% |
| Q1 2019 | $329,540,000 | +830.9% | 1,976 | +723.3% | 0.04% | +800.0% |
| Q4 2018 | $35,401,000 | -53.0% | 240 | -45.1% | 0.01% | -50.0% |
| Q3 2018 | $75,366,000 | +6.2% | 437 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $70,969,000 | +101284.3% | 437 | -2.2% | 0.01% | -9.1% |
| Q1 2018 | $70,000 | -73.1% | 447 | -74.3% | 0.01% | -76.6% |
| Q3 2017 | $260,000 | +2.0% | 1,740 | -1.8% | 0.05% | -4.1% |
| Q2 2017 | $255,000 | +2.8% | 1,771 | 0.0% | 0.05% | +19.5% |
| Q1 2017 | $248,000 | +5.5% | 1,771 | +0.1% | 0.04% | -4.7% |
| Q4 2016 | $235,000 | +3.5% | 1,770 | 0.0% | 0.04% | -2.3% |
| Q3 2016 | $227,000 | +3.7% | 1,770 | 0.0% | 0.04% | +7.3% |
| Q2 2016 | $219,000 | +2.3% | 1,770 | 0.0% | 0.04% | -2.4% |
| Q1 2016 | $214,000 | -42.9% | 1,770 | -43.2% | 0.04% | -46.8% |
| Q4 2015 | $375,000 | +83.8% | 3,116 | +73.6% | 0.08% | +71.7% |
| Q3 2015 | $204,000 | -41.7% | 1,795 | -43.3% | 0.05% | -56.6% |
| Q4 2013 | $350,000 | +9.7% | 3,165 | +0.3% | 0.11% | +2.9% |
| Q3 2013 | $319,000 | +5.6% | 3,154 | +0.6% | 0.10% | -1.9% |
| Q2 2013 | $302,000 | +5.2% | 3,135 | +2.0% | 0.10% | +1.9% |
| Q1 2013 | $287,000 | +13.9% | 3,075 | +3.5% | 0.10% | +3.0% |
| Q4 2012 | $252,000 | -12.5% | 2,971 | -12.3% | 0.10% | -5.7% |
| Q3 2012 | $288,000 | +13.4% | 3,389 | +7.5% | 0.11% | +27.7% |
| Q2 2012 | $254,000 | -3.4% | 3,154 | 0.0% | 0.08% | +3.8% |
| Q1 2012 | $263,000 | +26.4% | 3,154 | +12.4% | 0.08% | +19.4% |
| Q4 2011 | $208,000 | +1.5% | 2,805 | +8.4% | 0.07% | +4.7% |
| Q2 2011 | $205,000 | -48.1% | 2,587 | -50.9% | 0.06% | -70.4% |
| Q4 2010 | $395,000 | +79.5% | 5,270 | +64.6% | 0.22% | +60.0% |
| Q1 2010 | $220,000 | -19.7% | 3,202 | -23.7% | 0.14% | -23.7% |
| Q4 2009 | $274,000 | -18.7% | 4,197 | -22.8% | 0.18% | -14.9% |
| Q3 2009 | $337,000 | +15.0% | 5,434 | 0.0% | 0.21% | -15.1% |
| Q2 2009 | $293,000 | -97.0% | 5,434 | -97.1% | 0.24% | -97.2% |
| Q4 2008 | $9,818,000 | – | 188,813 | – | 8.74% | – |
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% |