ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,260,079 | -11.3% | 9,223 | -7.9% | 0.61% | -10.4% |
| Q2 2023 | $2,548,250 | -2.2% | 10,014 | -9.5% | 0.68% | -13.5% |
| Q1 2023 | $2,605,129 | +6.9% | 11,066 | +0.2% | 0.79% | -1.9% |
| Q4 2022 | $2,436,857 | -13.7% | 11,042 | -19.0% | 0.81% | -22.2% |
| Q3 2022 | $2,824,000 | +42.8% | 13,640 | +81.0% | 1.04% | +65.2% |
| Q2 2022 | $1,977,000 | 0.0% | 7,534 | 0.0% | 0.63% | 0.0% |
| Q1 2022 | $1,977,000 | -13.7% | 7,534 | -8.7% | 0.63% | -20.7% |
| Q4 2021 | $2,290,000 | +17.0% | 8,252 | +7.4% | 0.79% | -1.2% |
| Q3 2021 | $1,957,000 | -12.6% | 7,680 | -12.2% | 0.80% | -21.9% |
| Q2 2021 | $2,239,000 | +8.4% | 8,750 | +0.5% | 1.03% | -6.2% |
| Q1 2021 | $2,065,000 | +6.7% | 8,704 | +0.5% | 1.09% | -5.0% |
| Q4 2020 | $1,936,000 | +14.4% | 8,660 | +0.1% | 1.15% | -13.5% |
| Q3 2020 | $1,693,000 | -45.6% | 8,648 | -0.1% | 1.33% | +12.8% |
| Q2 2020 | $3,114,000 | +223.0% | 8,655 | +33.2% | 1.18% | +34.0% |
| Q1 2020 | $964,000 | -14.4% | 6,497 | +0.3% | 0.88% | +12.5% |
| Q4 2019 | $1,126,000 | 0.0% | 6,477 | 0.0% | 0.78% | +0.5% |
| Q3 2019 | $1,126,000 | +1.2% | 6,477 | +0.3% | 0.78% | -1.1% |
| Q2 2019 | $1,113,000 | +1.6% | 6,458 | -1.8% | 0.79% | -3.3% |
| Q1 2019 | $1,096,000 | +13.7% | 6,575 | +0.2% | 0.81% | -2.0% |
| Q4 2018 | $964,000 | – | 6,559 | – | 0.83% | – |
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% |