ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,562 | -3.7% | 1,202 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $305,884 | +8.1% | 1,202 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $282,963 | +6.7% | 1,202 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $265,257 | +6.5% | 1,202 | 0.0% | 0.03% | -6.9% |
| Q3 2022 | $249,000 | -4.6% | 1,202 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $261,000 | -17.1% | 1,202 | 0.0% | 0.03% | -3.3% |
| Q1 2022 | $315,000 | -12.3% | 1,202 | -7.0% | 0.03% | -11.8% |
| Q4 2021 | $359,000 | +19.3% | 1,293 | +9.8% | 0.03% | +6.2% |
| Q3 2021 | $301,000 | 0.0% | 1,178 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $301,000 | +9.9% | 1,178 | +1.8% | 0.03% | +3.2% |
| Q1 2021 | $274,000 | +5.8% | 1,157 | 0.0% | 0.03% | -3.1% |
| Q4 2020 | $259,000 | +175.5% | 1,157 | +138.6% | 0.03% | +146.2% |
| Q3 2020 | $94,000 | +2.2% | 485 | -5.8% | 0.01% | -7.1% |
| Q2 2020 | $92,000 | +27.8% | 515 | +5.7% | 0.01% | 0.0% |
| Q1 2020 | $72,000 | -44.2% | 487 | -29.1% | 0.01% | -39.1% |
| Q4 2019 | $129,000 | +8.4% | 687 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $119,000 | +0.8% | 687 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $118,000 | +3.5% | 687 | 0.0% | 0.02% | +4.3% |
| Q1 2019 | $114,000 | +14.0% | 687 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $100,000 | -16.0% | 687 | 0.0% | 0.02% | +9.1% |
| Q3 2018 | $119,000 | +12.3% | 687 | +4.6% | 0.02% | +4.8% |
| Q2 2018 | $106,000 | – | 657 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |