ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $246,051 | +4.4% | 967 | -3.4% | 0.02% | -4.2% |
| Q1 2023 | $235,645 | +106526.7% | 1,001 | 0.0% | 0.02% | -14.3% |
| Q4 2022 | $221 | -99.9% | 1,001 | 0.0% | 0.03% | -6.7% |
| Q3 2022 | $207,000 | -6.3% | 1,001 | -1.4% | 0.03% | -6.2% |
| Q2 2022 | $221,000 | -26.1% | 1,015 | -11.0% | 0.03% | -22.0% |
| Q1 2022 | $299,000 | -5.4% | 1,140 | 0.0% | 0.04% | -10.9% |
| Q4 2021 | $316,000 | +8.6% | 1,140 | 0.0% | 0.05% | -8.0% |
| Q3 2021 | $291,000 | -0.3% | 1,140 | 0.0% | 0.05% | +51.5% |
| Q2 2021 | $292,000 | +8.1% | 1,140 | 0.0% | 0.03% | -43.1% |
| Q1 2021 | $270,000 | +3.8% | 1,140 | -2.0% | 0.06% | -9.4% |
| Q4 2020 | $260,000 | +14.0% | 1,163 | 0.0% | 0.06% | -1.5% |
| Q3 2020 | $228,000 | -7.3% | 1,163 | -15.0% | 0.06% | -17.7% |
| Q2 2020 | $246,000 | +21.2% | 1,368 | 0.0% | 0.08% | -28.2% |
| Q1 2020 | $203,000 | -21.3% | 1,368 | 0.0% | 0.11% | -9.8% |
| Q4 2019 | $258,000 | +8.4% | 1,368 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $238,000 | +0.8% | 1,368 | 0.0% | 0.12% | +0.8% |
| Q2 2019 | $236,000 | -10.6% | 1,368 | -13.5% | 0.12% | -9.2% |
| Q1 2019 | $264,000 | +13.8% | 1,581 | 0.0% | 0.13% | +1355.6% |
| Q4 2018 | $232,000 | -57.4% | 1,581 | -50.0% | 0.01% | -94.1% |
| Q3 2018 | $544,000 | +5.8% | 3,162 | 0.0% | 0.15% | +744.4% |
| Q2 2018 | $514,000 | +98.5% | 3,162 | +90.9% | 0.02% | +63.6% |
| Q1 2018 | $259,000 | – | 1,656 | – | 0.01% | – |
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% |