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 | $695,579 | -5.7% | 2,838 | -2.1% | 0.18% | -3.3% |
| Q2 2023 | $737,840 | +7.5% | 2,899 | -0.6% | 0.18% | +4.0% |
| Q1 2023 | $686,550 | +3.5% | 2,916 | -3.0% | 0.18% | +1.7% |
| Q4 2022 | $663,453 | -48.9% | 3,006 | -52.1% | 0.17% | -53.5% |
| Q3 2022 | $1,299,000 | -14.5% | 6,272 | -10.2% | 0.37% | -10.0% |
| Q2 2022 | $1,519,000 | -44.8% | 6,986 | -33.4% | 0.41% | -37.9% |
| Q1 2022 | $2,751,000 | -70.7% | 10,483 | -69.0% | 0.66% | -69.2% |
| Q4 2021 | $9,380,000 | +4889.4% | 33,803 | +2707.6% | 2.15% | +2339.8% |
| Q1 2018 | $188,000 | -1.1% | 1,204 | 0.0% | 0.09% | +1.1% |
| Q4 2017 | $190,000 | +5.6% | 1,204 | 0.0% | 0.09% | -5.4% |
| Q3 2017 | $180,000 | +4.0% | 1,204 | 0.0% | 0.09% | -1.1% |
| Q2 2017 | $173,000 | +3.0% | 1,204 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $168,000 | +5.0% | 1,204 | 0.0% | 0.09% | 0.0% |
| Q4 2016 | $160,000 | +3.9% | 1,204 | 0.0% | 0.09% | -1.1% |
| Q3 2016 | $154,000 | +3.4% | 1,204 | 0.0% | 0.10% | -1.0% |
| Q2 2016 | $149,000 | – | 1,204 | – | 0.10% | – |
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% |