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 | $388,910 | -16.7% | 1,587 | -13.5% | 0.58% | -19.0% |
| Q2 2023 | $466,716 | -15.9% | 1,834 | -22.2% | 0.72% | -20.2% |
| Q1 2023 | $554,626 | +27631.3% | 2,356 | +23460.0% | 0.90% | +29866.7% |
| Q3 2022 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $2,000 | -33.3% | 10 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $3,000 | -99.4% | 10 | -99.4% | 0.00% | -99.3% |
| Q4 2021 | $483,000 | +20.1% | 1,741 | +10.4% | 0.41% | +15.3% |
| Q3 2021 | $402,000 | +24.8% | 1,577 | +25.5% | 0.36% | +33.0% |
| Q2 2021 | $322,000 | -3.3% | 1,257 | -10.5% | 0.27% | -0.4% |
| Q1 2021 | $333,000 | -1.5% | 1,405 | -7.1% | 0.27% | +1.5% |
| Q4 2020 | $338,000 | -31.6% | 1,513 | -40.0% | 0.27% | -28.4% |
| Q3 2020 | $494,000 | +4840.0% | 2,523 | +4250.0% | 0.37% | +5228.6% |
| Q2 2020 | $10,000 | +11.1% | 58 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $9,000 | -98.8% | 58 | -98.5% | 0.01% | -98.0% |
| Q4 2019 | $725,000 | -7.3% | 3,844 | -14.5% | 0.30% | -1.0% |
| Q3 2019 | $782,000 | -37.6% | 4,498 | -40.2% | 0.30% | -51.7% |
| Q2 2019 | $1,254,000 | +11.2% | 7,522 | +11.2% | 0.63% | -11.5% |
| Q1 2019 | $1,128,000 | -11.2% | 6,767 | -8.2% | 0.71% | +125.0% |
| Q4 2018 | $1,270,000 | +24.8% | 7,371 | +17.5% | 0.32% | +22.5% |
| Q3 2018 | $1,018,000 | +25.1% | 6,271 | +20.5% | 0.26% | +30.3% |
| Q2 2018 | $814,000 | -1.1% | 5,204 | -1.2% | 0.20% | -0.5% |
| Q1 2018 | $823,000 | +226.6% | 5,266 | +231.0% | 0.20% | +231.7% |
| Q4 2017 | $252,000 | – | 1,591 | – | 0.06% | – |
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% |