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 | $8,089,145 | -5.0% | 33,009 | -1.3% | 0.06% | +1.6% |
| Q2 2023 | $8,513,368 | +6.7% | 33,453 | -1.3% | 0.06% | -21.8% |
| Q1 2023 | $7,975,281 | -31.6% | 33,878 | -35.8% | 0.08% | -45.1% |
| Q4 2022 | $11,653,942 | +139.2% | 52,809 | +124.4% | 0.14% | +132.8% |
| Q3 2022 | $4,872,000 | -6.8% | 23,535 | -2.2% | 0.06% | -11.6% |
| Q2 2022 | $5,228,000 | -17.3% | 24,053 | -0.2% | 0.07% | -1.4% |
| Q1 2022 | $6,321,000 | +2.4% | 24,094 | +8.3% | 0.07% | +4.5% |
| Q4 2021 | $6,174,000 | +7.8% | 22,250 | -1.0% | 0.07% | -16.2% |
| Q3 2021 | $5,726,000 | -2.9% | 22,471 | -2.5% | 0.08% | -2.4% |
| Q2 2021 | $5,897,000 | +6.1% | 23,043 | -1.7% | 0.08% | -14.6% |
| Q1 2021 | $5,558,000 | +4.0% | 23,430 | -2.0% | 0.10% | -13.5% |
| Q4 2020 | $5,345,000 | +13.2% | 23,912 | -0.9% | 0.11% | -8.3% |
| Q3 2020 | $4,723,000 | +5.3% | 24,131 | -3.2% | 0.12% | -11.0% |
| Q2 2020 | $4,487,000 | +21.2% | 24,917 | -0.1% | 0.14% | -13.4% |
| Q1 2020 | $3,701,000 | -27.5% | 24,948 | -7.9% | 0.16% | -22.7% |
| Q4 2019 | $5,105,000 | +4.5% | 27,083 | -3.6% | 0.20% | -17.8% |
| Q3 2019 | $4,884,000 | -0.0% | 28,107 | -0.9% | 0.25% | -11.5% |
| Q2 2019 | $4,886,000 | +0.6% | 28,352 | -2.7% | 0.28% | -11.7% |
| Q1 2019 | $4,859,000 | +9.8% | 29,153 | -3.2% | 0.32% | -27.7% |
| Q4 2018 | $4,426,000 | -22.8% | 30,130 | -9.1% | 0.44% | -21.7% |
| Q3 2018 | $5,734,000 | +3.0% | 33,132 | -3.4% | 0.56% | -12.8% |
| Q2 2018 | $5,566,000 | +1.7% | 34,300 | -2.0% | 0.64% | -14.4% |
| Q1 2018 | $5,473,000 | -10.8% | 35,009 | -9.8% | 0.75% | -14.3% |
| Q4 2017 | $6,138,000 | -0.6% | 38,806 | -4.1% | 0.87% | -11.4% |
| Q3 2017 | $6,172,000 | -0.0% | 40,474 | -5.6% | 0.98% | -23.2% |
| Q2 2017 | $6,173,000 | +0.4% | 42,864 | -1.0% | 1.28% | -24.7% |
| Q1 2017 | $6,149,000 | -42.7% | 43,291 | -46.4% | 1.70% | -35.7% |
| Q4 2016 | $10,734,000 | +14.9% | 80,720 | +10.8% | 2.65% | -7.3% |
| Q3 2016 | $9,342,000 | +18.4% | 72,875 | +14.6% | 2.86% | +17.4% |
| Q2 2016 | $7,888,000 | +101.3% | 63,604 | +96.1% | 2.43% | +84.5% |
| Q1 2016 | $3,919,000 | – | 32,427 | – | 1.32% | – |
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% |