ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $53,846 | +5.6% | 244 | -1.6% | 0.03% | -3.1% |
| Q3 2022 | $51,000 | -15.0% | 248 | -9.8% | 0.03% | -13.5% |
| Q2 2022 | $60,000 | -16.7% | 275 | 0.0% | 0.04% | -5.1% |
| Q1 2022 | $72,000 | -14.3% | 275 | -9.5% | 0.04% | -17.0% |
| Q4 2021 | $84,000 | -3.4% | 304 | -10.9% | 0.05% | -9.6% |
| Q3 2021 | $87,000 | -5.4% | 341 | -5.5% | 0.05% | -7.1% |
| Q2 2021 | $92,000 | +7.0% | 361 | 0.0% | 0.06% | -1.8% |
| Q1 2021 | $86,000 | -3.4% | 361 | -9.8% | 0.06% | -6.6% |
| Q4 2020 | $89,000 | +14.1% | 400 | 0.0% | 0.06% | -4.7% |
| Q3 2020 | $78,000 | -1.3% | 400 | -8.3% | 0.06% | -1.5% |
| Q2 2020 | $79,000 | -44.4% | 436 | -54.3% | 0.06% | -56.7% |
| Q1 2020 | $142,000 | -24.9% | 954 | -4.8% | 0.15% | -11.2% |
| Q4 2019 | $189,000 | -57.1% | 1,002 | -60.5% | 0.17% | -36.7% |
| Q3 2019 | $441,000 | -1.3% | 2,537 | -2.3% | 0.27% | +9.9% |
| Q2 2019 | $447,000 | -12.5% | 2,596 | -15.4% | 0.24% | -10.0% |
| Q1 2019 | $511,000 | -3.4% | 3,067 | -14.9% | 0.27% | 0.0% |
| Q4 2018 | $529,000 | -1.1% | 3,602 | +15.9% | 0.27% | +9.8% |
| Q3 2018 | $535,000 | -0.2% | 3,107 | -6.0% | 0.25% | -6.5% |
| Q2 2018 | $536,000 | +1.5% | 3,305 | -2.1% | 0.26% | +1.2% |
| Q1 2018 | $528,000 | -7.2% | 3,377 | -6.2% | 0.26% | -3.3% |
| Q4 2017 | $569,000 | +2.3% | 3,599 | -3.4% | 0.27% | -7.2% |
| Q3 2017 | $556,000 | +3.5% | 3,724 | -0.2% | 0.29% | -1.0% |
| Q2 2017 | $537,000 | +4.5% | 3,731 | +1.2% | 0.29% | +4.6% |
| Q1 2017 | $514,000 | -20.1% | 3,687 | -22.7% | 0.28% | -28.8% |
| Q4 2016 | $643,000 | +32.9% | 4,767 | +24.0% | 0.39% | +31.9% |
| Q3 2016 | $484,000 | +71.0% | 3,843 | +68.5% | 0.30% | +70.3% |
| Q2 2016 | $283,000 | – | 2,281 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |