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 | $1,043,711 | -13.9% | 4,259 | -10.6% | 0.43% | -5.5% |
| Q2 2023 | $1,212,343 | +4.2% | 4,764 | -3.6% | 0.45% | -1.7% |
| Q1 2023 | $1,162,925 | +6.3% | 4,940 | -0.4% | 0.46% | +0.4% |
| Q4 2022 | $1,094,352 | +52.0% | 4,959 | +49.8% | 0.46% | +41.9% |
| Q3 2022 | $720,000 | 0.0% | 3,310 | 0.0% | 0.32% | 0.0% |
| Q2 2022 | $720,000 | -17.5% | 3,310 | -0.5% | 0.32% | -10.3% |
| Q1 2022 | $873,000 | -18.9% | 3,328 | -14.2% | 0.36% | -23.6% |
| Q4 2021 | $1,077,000 | +8.9% | 3,880 | 0.0% | 0.47% | +0.9% |
| Q3 2021 | $989,000 | -6.8% | 3,880 | -6.4% | 0.47% | -23.9% |
| Q2 2021 | $1,061,000 | -9.0% | 4,146 | -15.7% | 0.61% | -18.2% |
| Q1 2021 | $1,166,000 | -0.4% | 4,917 | -6.1% | 0.75% | +2.7% |
| Q4 2020 | $1,171,000 | +12.8% | 5,236 | -9.1% | 0.73% | -5.3% |
| Q3 2020 | $1,038,000 | 0.0% | 5,762 | 0.0% | 0.77% | 0.0% |
| Q2 2020 | $1,038,000 | +7.9% | 5,762 | -11.2% | 0.77% | -4.6% |
| Q1 2020 | $962,000 | -43.2% | 6,487 | -27.8% | 0.81% | -31.8% |
| Q4 2019 | $1,693,000 | +5.2% | 8,982 | -3.0% | 1.18% | -1.6% |
| Q3 2019 | $1,609,000 | -5.3% | 9,258 | -6.1% | 1.20% | -7.7% |
| Q2 2019 | $1,699,000 | -3.6% | 9,857 | -6.8% | 1.30% | -13.5% |
| Q1 2019 | $1,762,000 | +22.5% | 10,571 | +8.0% | 1.50% | +8.4% |
| Q4 2018 | $1,438,000 | -4.0% | 9,790 | +12.6% | 1.39% | +4.8% |
| Q3 2018 | $1,498,000 | +1.6% | 8,694 | -4.3% | 1.32% | -4.3% |
| Q2 2018 | $1,474,000 | -16.2% | 9,082 | -22.9% | 1.38% | -15.9% |
| Q3 2017 | $1,758,000 | – | 11,777 | – | 1.64% | – |
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% |