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 | $314,167 | -4.0% | 1,282 | -0.3% | 0.10% | +2.1% |
| Q2 2023 | $327,261 | -3.2% | 1,286 | -10.4% | 0.10% | -8.6% |
| Q1 2023 | $338,049 | +6.7% | 1,436 | 0.0% | 0.10% | +4.0% |
| Q4 2022 | $316,896 | +5.9% | 1,436 | -0.6% | 0.10% | -4.7% |
| Q3 2022 | $299,173 | -4.4% | 1,445 | +0.3% | 0.11% | -0.9% |
| Q2 2022 | $313,042 | -17.1% | 1,440 | 0.0% | 0.11% | -9.3% |
| Q1 2022 | $377,813 | -5.5% | 1,440 | 0.0% | 0.12% | -5.6% |
| Q4 2021 | $399,600 | +8.9% | 1,440 | 0.0% | 0.12% | -3.1% |
| Q3 2021 | $366,984 | -0.4% | 1,440 | 0.0% | 0.13% | -4.4% |
| Q2 2021 | $368,510 | +7.9% | 1,440 | 0.0% | 0.14% | -1.5% |
| Q1 2021 | $341,611 | +6.1% | 1,440 | 0.0% | 0.14% | -4.2% |
| Q4 2020 | $321,912 | +6.8% | 1,440 | -6.5% | 0.14% | -7.1% |
| Q3 2020 | $301,393 | -61.4% | 1,540 | -64.5% | 0.15% | -63.6% |
| Q2 2020 | $781,460 | +20.0% | 4,340 | -1.1% | 0.42% | +2.4% |
| Q1 2020 | $651,169 | -18.5% | 4,390 | +3.5% | 0.41% | -5.1% |
| Q4 2019 | $799,198 | +12.2% | 4,240 | +3.4% | 0.44% | +2.1% |
| Q3 2019 | $712,457 | -1.6% | 4,100 | -2.4% | 0.43% | -5.8% |
| Q2 2019 | $724,257 | +3.4% | 4,202 | 0.0% | 0.45% | -7.9% |
| Q1 2019 | $700,473 | +13.5% | 4,202 | 0.0% | 0.49% | +3.2% |
| Q4 2018 | $617,358 | -14.7% | 4,202 | 0.0% | 0.48% | -8.6% |
| Q3 2018 | $724,005 | +3.7% | 4,202 | -2.3% | 0.52% | -0.2% |
| Q2 2018 | $697,847 | +3.8% | 4,300 | 0.0% | 0.52% | +4.4% |
| Q1 2018 | $672,262 | -1.2% | 4,300 | 0.0% | 0.50% | -0.6% |
| Q4 2017 | $680,131 | +6.0% | 4,300 | 0.0% | 0.50% | +3.9% |
| Q3 2017 | $641,904 | +3.7% | 4,300 | 0.0% | 0.48% | -1.6% |
| Q2 2017 | $619,286 | +2.9% | 4,300 | 0.0% | 0.49% | +2.5% |
| Q1 2017 | $601,570 | +5.2% | 4,300 | 0.0% | 0.48% | -10.1% |
| Q4 2016 | $571,814 | – | 4,300 | – | 0.53% | – |
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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% |