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 | $98 | -3.9% | 400 | 0.0% | 0.04% | -7.9% |
Q2 2023 | $102 | +8.5% | 400 | 0.0% | 0.04% | +8.6% |
Q1 2023 | $94 | +6.8% | 400 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $88 | -99.9% | 400 | 0.0% | 0.04% | -10.3% |
Q3 2022 | $83,000 | -4.6% | 400 | 0.0% | 0.04% | +5.4% |
Q2 2022 | $87,000 | -17.1% | 400 | 0.0% | 0.04% | -2.6% |
Q1 2022 | $105,000 | -5.4% | 400 | 0.0% | 0.04% | -2.6% |
Q4 2021 | $111,000 | +8.8% | 400 | 0.0% | 0.04% | -2.5% |
Q3 2021 | $102,000 | 0.0% | 400 | 0.0% | 0.04% | -2.4% |
Q2 2021 | $102,000 | +7.4% | 400 | 0.0% | 0.04% | -14.6% |
Q1 2021 | $95,000 | +6.7% | 400 | 0.0% | 0.05% | 0.0% |
Q4 2020 | $89,000 | +14.1% | 400 | 0.0% | 0.05% | +4.3% |
Q3 2020 | $78,000 | +8.3% | 400 | 0.0% | 0.05% | -4.2% |
Q2 2020 | $72,000 | +22.0% | 400 | 0.0% | 0.05% | -9.4% |
Q1 2020 | $59,000 | -21.3% | 400 | 0.0% | 0.05% | -5.4% |
Q4 2019 | $75,000 | +7.1% | 400 | 0.0% | 0.06% | +3.7% |
Q3 2019 | $70,000 | -50.7% | 400 | -51.6% | 0.05% | -52.6% |
Q2 2019 | $142,000 | +2.9% | 826 | 0.0% | 0.11% | -2.6% |
Q1 2019 | $138,000 | – | 826 | – | 0.12% | – |
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% |