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 | $4,141,736 | -4.6% | 16,901 | -0.9% | 0.15% | -6.1% |
| Q2 2023 | $4,341,913 | +8.4% | 17,062 | +0.3% | 0.16% | -2.4% |
| Q1 2023 | $4,006,400 | +72.9% | 17,019 | +62.1% | 0.17% | +51.4% |
| Q4 2022 | $2,316,837 | +11.9% | 10,499 | +5.0% | 0.11% | +0.9% |
| Q3 2022 | $2,071,000 | -4.7% | 10,002 | +0.0% | 0.11% | -3.5% |
| Q2 2022 | $2,174,000 | -17.1% | 9,998 | +0.0% | 0.11% | -5.8% |
| Q1 2022 | $2,623,000 | -5.4% | 9,996 | +0.0% | 0.12% | -3.2% |
| Q4 2021 | $2,773,000 | +8.9% | 9,994 | +0.0% | 0.12% | -3.8% |
| Q3 2021 | $2,546,000 | -0.4% | 9,992 | +0.0% | 0.13% | -3.7% |
| Q2 2021 | $2,556,000 | +7.9% | 9,989 | +0.0% | 0.14% | -1.5% |
| Q1 2021 | $2,369,000 | +6.1% | 9,988 | +0.0% | 0.14% | -2.1% |
| Q4 2020 | $2,232,000 | +14.2% | 9,985 | +0.0% | 0.14% | -4.1% |
| Q3 2020 | $1,954,000 | +5.4% | 9,983 | -3.0% | 0.15% | -8.8% |
| Q2 2020 | $1,854,000 | +21.4% | 10,294 | +0.0% | 0.16% | -5.3% |
| Q1 2020 | $1,527,000 | -20.1% | 10,292 | +1.5% | 0.17% | -8.2% |
| Q4 2019 | $1,911,000 | +15.7% | 10,140 | +6.7% | 0.18% | +4.5% |
| Q3 2019 | $1,651,000 | -0.1% | 9,501 | -0.9% | 0.18% | -4.9% |
| Q2 2019 | $1,653,000 | +6.9% | 9,591 | +3.4% | 0.18% | +2.8% |
| Q1 2019 | $1,547,000 | +13.8% | 9,278 | +0.2% | 0.18% | +1.7% |
| Q4 2018 | $1,360,000 | -14.6% | 9,258 | +0.2% | 0.18% | -15.7% |
| Q3 2018 | $1,592,000 | +5.4% | 9,240 | -0.7% | 0.21% | -5.8% |
| Q2 2018 | $1,510,000 | +12.5% | 9,307 | +8.4% | 0.22% | +2.8% |
| Q1 2018 | $1,342,000 | -1.2% | 8,586 | 0.0% | 0.22% | -6.9% |
| Q4 2017 | $1,358,000 | -5.1% | 8,586 | -10.4% | 0.23% | -11.4% |
| Q3 2017 | $1,431,000 | +3.6% | 9,586 | 0.0% | 0.26% | +0.4% |
| Q2 2017 | $1,381,000 | +2.4% | 9,586 | -0.5% | 0.26% | 0.0% |
| Q1 2017 | $1,348,000 | +5.2% | 9,636 | 0.0% | 0.26% | +2.7% |
| Q4 2016 | $1,281,000 | +3.7% | 9,636 | 0.0% | 0.26% | -14.7% |
| Q3 2016 | $1,235,000 | -47.1% | 9,636 | -48.8% | 0.30% | -51.8% |
| Q2 2016 | $2,334,000 | +12.6% | 18,819 | +9.8% | 0.62% | +11.1% |
| Q1 2016 | $2,072,000 | +0.4% | 17,143 | 0.0% | 0.56% | -4.0% |
| Q4 2015 | $2,063,000 | -1.0% | 17,143 | -6.3% | 0.58% | -7.9% |
| Q3 2015 | $2,083,000 | +62.5% | 18,294 | +76.7% | 0.63% | +43.7% |
| Q2 2015 | $1,282,000 | – | 10,353 | – | 0.44% | – |
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% |