ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,581,997 | -3.3% | 10,493 | 0.0% | 0.09% | -2.2% |
| Q2 2023 | $2,670,259 | +8.1% | 10,493 | 0.0% | 0.09% | +3.3% |
| Q1 2023 | $2,470,157 | +6.7% | 10,493 | 0.0% | 0.09% | +7.1% |
| Q4 2022 | $2,315,595 | +6.6% | 10,493 | 0.0% | 0.08% | -4.5% |
| Q3 2022 | $2,172,000 | -3.1% | 10,493 | +1.8% | 0.09% | +6.0% |
| Q2 2022 | $2,241,000 | -17.2% | 10,308 | 0.0% | 0.08% | -6.7% |
| Q1 2022 | $2,705,000 | -5.4% | 10,308 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $2,860,000 | +8.9% | 10,308 | 0.0% | 0.09% | -9.1% |
| Q3 2021 | $2,626,000 | +27.8% | 10,308 | +28.4% | 0.10% | +26.9% |
| Q2 2021 | $2,055,000 | +277.8% | 8,031 | +250.2% | 0.08% | +212.0% |
| Q1 2021 | $544,000 | +309.0% | 2,293 | +285.4% | 0.02% | +177.8% |
| Q4 2020 | $133,000 | +14.7% | 595 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $116,000 | +8.4% | 595 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $107,000 | -99.9% | 595 | 0.0% | 0.01% | -23.1% |
| Q1 2020 | $88,256,000 | -14.6% | 595 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $103,393,000 | – | 595 | – | 0.01% | – |
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% |