ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,862,134 | -4.0% | 40,244 | -0.3% | 1.19% | +0.1% |
| Q2 2023 | $10,269,331 | +8.3% | 40,354 | +0.2% | 1.19% | +5.2% |
| Q1 2023 | $9,479,635 | +6.9% | 40,269 | +0.2% | 1.13% | +0.4% |
| Q4 2022 | $8,864,448 | +7.4% | 40,169 | +0.7% | 1.12% | -3.2% |
| Q3 2022 | $8,255,000 | -4.9% | 39,874 | -0.2% | 1.16% | +7.5% |
| Q2 2022 | $8,681,000 | -19.4% | 39,935 | -2.8% | 1.08% | -9.5% |
| Q1 2022 | $10,776,000 | -1.8% | 41,074 | +3.9% | 1.19% | +1.6% |
| Q4 2021 | $10,969,000 | +6.6% | 39,529 | -2.1% | 1.18% | +1.3% |
| Q3 2021 | $10,293,000 | -1.0% | 40,387 | -0.6% | 1.16% | -1.2% |
| Q2 2021 | $10,397,000 | +10.7% | 40,628 | +2.6% | 1.17% | +8.8% |
| Q1 2021 | $9,392,000 | +5.4% | 39,590 | -0.6% | 1.08% | +1.0% |
| Q4 2020 | $8,908,000 | +10.4% | 39,849 | -3.4% | 1.07% | -1.7% |
| Q3 2020 | $8,071,000 | +7.6% | 41,238 | -1.0% | 1.09% | +1.2% |
| Q2 2020 | $7,502,000 | +19.6% | 41,662 | -1.5% | 1.07% | +3.3% |
| Q1 2020 | $6,274,000 | -21.5% | 42,299 | -0.2% | 1.04% | -0.5% |
| Q4 2019 | $7,991,000 | +7.2% | 42,395 | -1.2% | 1.04% | -3.4% |
| Q3 2019 | $7,455,000 | +4.5% | 42,902 | +3.7% | 1.08% | +3.2% |
| Q2 2019 | $7,133,000 | -0.5% | 41,382 | -3.7% | 1.05% | -2.6% |
| Q1 2019 | $7,166,000 | +13.7% | 42,986 | +0.2% | 1.08% | +3.5% |
| Q4 2018 | $6,305,000 | -15.2% | 42,916 | -0.6% | 1.04% | -4.7% |
| Q3 2018 | $7,436,000 | +4.7% | 43,157 | -1.4% | 1.09% | -1.0% |
| Q2 2018 | $7,102,000 | -8.1% | 43,760 | -11.5% | 1.10% | -34.6% |
| Q1 2018 | $7,732,000 | -0.9% | 49,457 | +0.2% | 1.68% | +8.5% |
| Q4 2017 | $7,805,000 | +4.8% | 49,346 | -1.0% | 1.55% | +31.6% |
| Q3 2017 | $7,444,000 | +4.0% | 49,864 | +0.4% | 1.18% | -22.4% |
| Q2 2017 | $7,156,000 | +2.9% | 49,688 | 0.0% | 1.52% | +3.1% |
| Q1 2017 | $6,951,000 | – | 49,688 | – | 1.47% | – |
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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% |