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 | $43,131 | -31.4% | 176 | -28.7% | 0.00% | -50.0% |
| Q2 2023 | $62,857 | +43.6% | 247 | +32.8% | 0.00% | +100.0% |
| Q1 2023 | $43,786 | +6.7% | 186 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $41,046 | +5.2% | 186 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $39,000 | +14.7% | 186 | +19.2% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -19.0% | 156 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $42,000 | -2.3% | 156 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $43,000 | +7.5% | 156 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $40,000 | +8.1% | 156 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | -11.9% | 156 | -17.0% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | +31.2% | 188 | +15.3% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | +10.3% | 163 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +20.8% | 163 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -22.6% | 163 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | -6.1% | 163 | -14.2% | 0.00% | -33.3% |
| Q3 2019 | $33,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $33,000 | +3.1% | 190 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $32,000 | +18.5% | 190 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $27,000 | -18.2% | 190 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $33,000 | -17.5% | 190 | -24.3% | 0.00% | -33.3% |
| Q2 2018 | $40,000 | -31.0% | 251 | -32.7% | 0.01% | -33.3% |
| Q1 2018 | $58,000 | -1.7% | 373 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $59,000 | +3.5% | 373 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $57,000 | +1.8% | 373 | -2.6% | 0.01% | -9.1% |
| Q2 2017 | $56,000 | -48.1% | 383 | -50.0% | 0.01% | 0.0% |
| Q1 2017 | $108,000 | +17.4% | 766 | +10.7% | 0.01% | -50.0% |
| Q4 2016 | $92,000 | – | 692 | – | 0.02% | – |
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% |