ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,726 | -3.7% | 4,357 | 0.0% | 0.18% | -26.4% |
| Q2 2023 | $1,108,769 | +8.1% | 4,357 | 0.0% | 0.24% | +1.3% |
| Q1 2023 | $1,025,681 | +6.7% | 4,357 | 0.0% | 0.24% | +4.0% |
| Q4 2022 | $961,503 | +6.6% | 4,357 | 0.0% | 0.23% | -11.0% |
| Q3 2022 | $902,000 | -4.8% | 4,357 | 0.0% | 0.26% | -3.8% |
| Q2 2022 | $947,000 | -17.1% | 4,357 | 0.0% | 0.26% | +1.1% |
| Q1 2022 | $1,143,000 | -5.5% | 4,357 | 0.0% | 0.26% | -20.8% |
| Q4 2021 | $1,209,000 | +8.9% | 4,357 | 0.0% | 0.33% | +0.9% |
| Q3 2021 | $1,110,000 | -0.4% | 4,357 | 0.0% | 0.33% | -2.1% |
| Q2 2021 | $1,115,000 | +5.7% | 4,357 | -2.0% | 0.34% | -3.7% |
| Q1 2021 | $1,055,000 | +6.1% | 4,446 | 0.0% | 0.35% | -0.6% |
| Q4 2020 | $994,000 | +14.3% | 4,446 | 0.0% | 0.35% | +0.9% |
| Q3 2020 | $870,000 | +10.8% | 4,446 | +2.0% | 0.35% | -16.0% |
| Q2 2020 | $785,000 | +21.5% | 4,357 | 0.0% | 0.41% | +5.6% |
| Q1 2020 | $646,000 | -21.3% | 4,357 | 0.0% | 0.39% | +4.5% |
| Q4 2019 | $821,000 | +4.9% | 4,357 | -3.3% | 0.37% | -3.6% |
| Q3 2019 | $783,000 | +4.3% | 4,504 | +3.4% | 0.39% | +0.8% |
| Q2 2019 | $751,000 | +3.4% | 4,357 | 0.0% | 0.38% | +9.1% |
| Q1 2019 | $726,000 | +30.6% | 4,357 | +15.1% | 0.35% | +4.1% |
| Q4 2018 | $556,000 | – | 3,787 | – | 0.34% | – |
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% |