ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,875,782 | -24.0% | 105,588 | -21.1% | 0.30% | -20.9% |
| Q2 2023 | $34,037,867 | +37.0% | 133,755 | +26.8% | 0.37% | +33.2% |
| Q1 2023 | $24,839,370 | -4.7% | 105,516 | -10.7% | 0.28% | -5.7% |
| Q4 2022 | $26,060,997 | +13.0% | 118,094 | +6.0% | 0.30% | +4.9% |
| Q3 2022 | $23,073,000 | +6.6% | 111,440 | +11.9% | 0.28% | +11.4% |
| Q2 2022 | $21,651,000 | -15.2% | 99,606 | +2.4% | 0.25% | -6.3% |
| Q1 2022 | $25,519,000 | -15.1% | 97,262 | -10.2% | 0.27% | -9.1% |
| Q4 2021 | $30,043,000 | +17.7% | 108,260 | +8.1% | 0.30% | +10.4% |
| Q3 2021 | $25,534,000 | -9.6% | 100,191 | -9.2% | 0.27% | -3.2% |
| Q2 2021 | $28,235,000 | +12.9% | 110,324 | +4.6% | 0.28% | 0.0% |
| Q1 2021 | $25,011,000 | +5.5% | 105,437 | -0.5% | 0.28% | +2.2% |
| Q4 2020 | $23,697,000 | +21.9% | 106,001 | +6.7% | 0.27% | +5.0% |
| Q3 2020 | $19,443,000 | -2.9% | 99,347 | -10.7% | 0.26% | -10.3% |
| Q2 2020 | $20,026,000 | +21.6% | 111,221 | +0.2% | 0.29% | +26.1% |
| Q1 2020 | $16,470,000 | -3.7% | 111,052 | +22.4% | 0.23% | -1.3% |
| Q4 2019 | $17,102,000 | +4.7% | 90,733 | -3.5% | 0.23% | -4.9% |
| Q3 2019 | $16,340,000 | -10.4% | 94,033 | -11.1% | 0.24% | -10.3% |
| Q2 2019 | $18,232,000 | +11.0% | 105,783 | +7.4% | 0.27% | +2.6% |
| Q1 2019 | $16,420,000 | -24.2% | 98,499 | -33.2% | 0.27% | -32.1% |
| Q4 2018 | $21,650,000 | +27.5% | 147,360 | +49.5% | 0.39% | +46.3% |
| Q3 2018 | $16,979,000 | +22.0% | 98,544 | +14.9% | 0.27% | +15.0% |
| Q2 2018 | $13,915,000 | -13.7% | 85,748 | -16.9% | 0.23% | -14.7% |
| Q1 2018 | $16,123,000 | +11.1% | 103,127 | +12.4% | 0.27% | +7.9% |
| Q4 2017 | $14,507,000 | +5.3% | 91,715 | -0.7% | 0.25% | -3.4% |
| Q3 2017 | $13,783,000 | +16.8% | 92,336 | +12.7% | 0.26% | +10.5% |
| Q2 2017 | $11,801,000 | -21.1% | 81,927 | -23.4% | 0.24% | -24.3% |
| Q1 2017 | $14,959,000 | +15.6% | 106,924 | +9.9% | 0.31% | +6.5% |
| Q4 2016 | $12,938,000 | +2231.2% | 97,285 | +2146.2% | 0.29% | +2161.5% |
| Q3 2016 | $555,000 | -10.3% | 4,331 | -13.2% | 0.01% | -7.1% |
| Q2 2016 | $619,000 | +355.1% | 4,989 | +348.2% | 0.01% | +366.7% |
| Q1 2016 | $136,000 | -92.1% | 1,113 | -92.2% | 0.00% | -92.9% |
| Q4 2015 | $1,715,000 | +5432.3% | 14,238 | +5058.7% | 0.04% | +4100.0% |
| Q3 2015 | $31,000 | +181.8% | 276 | +203.3% | 0.00% | – |
| Q2 2015 | $11,000 | -97.3% | 91 | -97.2% | 0.00% | -100.0% |
| Q1 2015 | $403,000 | – | 3,254 | – | 0.01% | – |
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% |