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 | $73,821 | +97032.9% | 300 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $76 | +7.0% | 300 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $71 | +7.6% | 300 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $66 | -99.9% | 300 | 0.0% | 0.03% | +6.2% |
| Q3 2022 | $62,000 | -4.6% | 300 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $65,000 | -17.7% | 300 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $79,000 | -4.8% | 300 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $83,000 | +9.2% | 300 | 0.0% | 0.03% | -3.1% |
| Q3 2021 | $76,000 | -2.6% | 300 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $78,000 | +9.9% | 300 | 0.0% | 0.03% | -5.9% |
| Q1 2021 | $71,000 | +6.0% | 300 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $67,000 | +3.1% | 300 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $65,000 | +20.4% | 300 | 0.0% | 0.03% | +3.0% |
| Q2 2020 | $54,000 | +8.0% | 300 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $50,000 | -12.3% | 300 | 0.0% | 0.03% | -8.1% |
| Q4 2019 | $57,000 | +9.6% | 300 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $52,000 | 0.0% | 300 | 0.0% | 0.04% | -2.6% |
| Q2 2019 | $52,000 | +4.0% | 300 | 0.0% | 0.04% | -2.6% |
| Q1 2019 | $50,000 | +13.6% | 300 | 0.0% | 0.04% | +2.6% |
| Q4 2018 | $44,000 | -6.4% | 300 | 0.0% | 0.04% | +15.2% |
| Q3 2018 | $47,000 | -7.8% | 300 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $51,000 | +8.5% | 300 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $47,000 | 0.0% | 300 | 0.0% | 0.03% | -10.8% |
| Q4 2017 | $47,000 | – | 300 | – | 0.04% | – |
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% |