ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,520,287 | -2.3% | 14,365 | +1.4% | 1.39% | -0.1% |
| Q2 2023 | $3,604,709 | +2.2% | 14,165 | -5.5% | 1.39% | -3.5% |
| Q1 2023 | $3,527,854 | +3.0% | 14,986 | -3.4% | 1.44% | -14.6% |
| Q4 2022 | $3,425,174 | +63.3% | 15,521 | +53.2% | 1.69% | +62.3% |
| Q3 2022 | $2,097,000 | -2.2% | 10,128 | +2.7% | 1.04% | +6.2% |
| Q2 2022 | $2,144,000 | -16.5% | 9,863 | +0.8% | 0.98% | -5.6% |
| Q1 2022 | $2,568,000 | -11.0% | 9,787 | -5.8% | 1.04% | -10.8% |
| Q4 2021 | $2,884,000 | +12.7% | 10,393 | +3.5% | 1.16% | +2.4% |
| Q3 2021 | $2,558,000 | +6.6% | 10,037 | +7.0% | 1.14% | +5.2% |
| Q2 2021 | $2,400,000 | +3.3% | 9,379 | -4.2% | 1.08% | -6.4% |
| Q1 2021 | $2,323,000 | -29.8% | 9,794 | -33.9% | 1.16% | -34.9% |
| Q4 2020 | $3,311,000 | +17.2% | 14,813 | +2.6% | 1.78% | +1.1% |
| Q3 2020 | $2,826,000 | +7.7% | 14,438 | -0.9% | 1.76% | -0.7% |
| Q2 2020 | $2,624,000 | +5.6% | 14,572 | -13.0% | 1.77% | +5.4% |
| Q1 2020 | $2,485,000 | +22.2% | 16,756 | +55.3% | 1.68% | +39.6% |
| Q4 2019 | $2,033,000 | +9.5% | 10,786 | +0.9% | 1.20% | -3.3% |
| Q3 2019 | $1,857,000 | -1.4% | 10,688 | -2.2% | 1.24% | +2.1% |
| Q2 2019 | $1,884,000 | +2.3% | 10,930 | -1.0% | 1.22% | +5.6% |
| Q1 2019 | $1,841,000 | +7.0% | 11,043 | -5.7% | 1.15% | -6.8% |
| Q4 2018 | $1,720,000 | +49.6% | 11,708 | +75.5% | 1.24% | +104.8% |
| Q3 2018 | $1,150,000 | +316.7% | 6,673 | +292.5% | 0.60% | +289.7% |
| Q2 2018 | $276,000 | +26.0% | 1,700 | +21.4% | 0.16% | +14.8% |
| Q1 2018 | $219,000 | – | 1,400 | – | 0.14% | – |
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% |