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 | $63,759,467 | -22.4% | 260,179 | -19.4% | 0.01% | -22.2% |
| Q2 2023 | $82,160,049 | +25.4% | 322,855 | +16.0% | 0.01% | +12.5% |
| Q1 2023 | $65,509,407 | +108149.6% | 278,278 | +1.5% | 0.01% | 0.0% |
| Q4 2022 | $60,517 | -99.9% | 274,229 | +4.2% | 0.01% | 0.0% |
| Q3 2022 | $54,512,000 | -1.6% | 263,296 | +3.3% | 0.01% | 0.0% |
| Q2 2022 | $55,398,000 | -21.9% | 254,836 | -5.7% | 0.01% | -11.1% |
| Q1 2022 | $70,919,000 | -2.8% | 270,304 | +2.8% | 0.01% | +12.5% |
| Q4 2021 | $72,943,000 | +9.1% | 262,857 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $66,846,000 | -12.2% | 262,299 | -11.8% | 0.01% | -11.1% |
| Q2 2021 | $76,103,000 | +11.1% | 297,379 | +3.0% | 0.01% | 0.0% |
| Q1 2021 | $68,473,000 | +16.8% | 288,639 | +10.1% | 0.01% | 0.0% |
| Q4 2020 | $58,604,000 | +16.8% | 262,152 | +1.6% | 0.01% | +12.5% |
| Q3 2020 | $50,166,000 | +2.0% | 258,003 | -5.6% | 0.01% | -11.1% |
| Q2 2020 | $49,198,000 | +13.4% | 273,235 | -6.6% | 0.01% | -10.0% |
| Q1 2020 | $43,372,000 | -14.5% | 292,408 | +8.6% | 0.01% | +11.1% |
| Q4 2019 | $50,730,000 | +4.1% | 269,138 | -4.0% | 0.01% | -10.0% |
| Q3 2019 | $48,715,000 | +1.5% | 280,337 | +0.1% | 0.01% | +11.1% |
| Q2 2019 | $48,001,000 | +2.1% | 280,055 | -0.6% | 0.01% | -10.0% |
| Q1 2019 | $46,991,000 | -3.6% | 281,882 | -15.0% | 0.01% | -9.1% |
| Q4 2018 | $48,725,000 | +13.7% | 331,643 | +33.4% | 0.01% | +37.5% |
| Q3 2018 | $42,840,000 | +7.2% | 248,636 | +1.0% | 0.01% | 0.0% |
| Q2 2018 | $39,956,000 | +19.4% | 246,197 | +15.0% | 0.01% | +14.3% |
| Q1 2018 | $33,474,000 | +4.8% | 214,116 | +6.1% | 0.01% | 0.0% |
| Q4 2017 | $31,932,000 | +18.6% | 201,886 | +11.5% | 0.01% | +16.7% |
| Q3 2017 | $26,928,000 | +4.7% | 181,020 | +1.4% | 0.01% | 0.0% |
| Q2 2017 | $25,711,000 | +9.4% | 178,528 | +6.3% | 0.01% | +20.0% |
| Q1 2017 | $23,495,000 | +20.9% | 167,941 | +15.0% | 0.01% | 0.0% |
| Q4 2016 | $19,427,000 | +73.8% | 146,083 | +67.6% | 0.01% | +66.7% |
| Q3 2016 | $11,176,000 | -6.6% | 87,183 | -9.6% | 0.00% | 0.0% |
| Q2 2016 | $11,965,000 | -38.9% | 96,480 | -40.4% | 0.00% | -40.0% |
| Q1 2016 | $19,571,000 | +0.3% | 161,929 | -0.1% | 0.01% | 0.0% |
| Q4 2015 | $19,507,000 | -2.8% | 162,148 | -8.0% | 0.01% | 0.0% |
| Q3 2015 | $20,062,000 | +11.5% | 176,156 | +21.3% | 0.01% | +25.0% |
| Q2 2015 | $17,999,000 | +28.9% | 145,172 | +28.7% | 0.00% | +33.3% |
| Q1 2015 | $13,968,000 | +27.6% | 112,783 | +26.0% | 0.00% | 0.0% |
| Q4 2014 | $10,950,000 | -52.1% | 89,534 | -54.3% | 0.00% | -40.0% |
| Q3 2014 | $22,873,000 | +7.0% | 195,854 | +7.9% | 0.01% | 0.0% |
| Q2 2014 | $21,375,000 | +5.2% | 181,545 | +0.4% | 0.01% | -16.7% |
| Q1 2014 | $20,315,000 | +5.2% | 180,880 | +3.6% | 0.01% | +20.0% |
| Q4 2013 | $19,315,000 | -33.1% | 174,553 | -38.8% | 0.01% | -44.4% |
| Q3 2013 | $28,856,000 | -2.6% | 285,312 | -7.2% | 0.01% | 0.0% |
| Q2 2013 | $29,628,000 | – | 307,335 | – | 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% |