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 | $10,181,507 | +33.5% | 41,547 | +28.2% | 0.06% | +34.9% |
| Q2 2023 | $7,627,989 | 0.0% | 32,403 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $7,627,989 | +5.7% | 32,403 | -0.9% | 0.04% | +2.4% |
| Q4 2022 | $7,218,883 | +6.6% | 32,712 | 0.0% | 0.04% | -2.3% |
| Q3 2022 | $6,771,000 | -7.5% | 32,712 | -2.8% | 0.04% | 0.0% |
| Q2 2022 | $7,317,000 | -17.3% | 33,665 | -0.2% | 0.04% | 0.0% |
| Q1 2022 | $8,845,000 | -2.5% | 33,718 | +3.1% | 0.04% | 0.0% |
| Q4 2021 | $9,074,000 | +2.6% | 32,703 | -5.8% | 0.04% | -6.5% |
| Q3 2021 | $8,844,000 | -0.8% | 34,706 | -0.4% | 0.05% | 0.0% |
| Q2 2021 | $8,914,000 | +6.4% | 34,837 | -1.3% | 0.05% | +2.2% |
| Q1 2021 | $8,375,000 | +3.5% | 35,310 | -2.5% | 0.04% | 0.0% |
| Q4 2020 | $8,094,000 | +13.6% | 36,210 | -0.6% | 0.04% | +4.7% |
| Q3 2020 | $7,125,000 | +6.4% | 36,412 | -2.1% | 0.04% | +4.9% |
| Q2 2020 | $6,696,000 | -33.8% | 37,193 | -30.7% | 0.04% | -10.9% |
| Q1 2020 | $10,121,000 | 0.0% | 53,704 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $10,121,000 | +77.2% | 53,704 | +63.3% | 0.05% | +76.9% |
| Q3 2019 | $5,712,000 | +2.3% | 32,877 | +1.5% | 0.03% | +8.3% |
| Q2 2019 | $5,581,000 | +4.3% | 32,389 | +0.9% | 0.02% | 0.0% |
| Q1 2019 | $5,351,000 | +13.8% | 32,106 | +0.3% | 0.02% | +4.3% |
| Q4 2018 | $4,702,000 | -9.8% | 32,007 | +5.8% | 0.02% | +9.5% |
| Q3 2018 | $5,210,000 | +8.5% | 30,244 | -0.4% | 0.02% | +5.0% |
| Q1 2018 | $4,800,000 | 0.0% | 30,356 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $4,800,000 | +1.3% | 30,356 | -4.4% | 0.02% | -4.8% |
| Q3 2017 | $4,737,000 | +6.1% | 31,744 | -0.5% | 0.02% | 0.0% |
| Q2 2017 | $4,465,000 | 0.0% | 31,919 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $4,465,000 | +1.8% | 31,919 | -3.3% | 0.02% | -12.5% |
| Q4 2016 | $4,388,000 | +3.7% | 33,007 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $4,230,000 | +28.3% | 33,007 | +24.2% | 0.02% | +20.0% |
| Q2 2016 | $3,296,000 | +2.6% | 26,586 | 0.0% | 0.02% | -4.8% |
| Q1 2016 | $3,212,000 | -1.0% | 26,586 | -1.5% | 0.02% | -4.5% |
| Q4 2015 | $3,246,000 | +5.4% | 26,992 | -0.2% | 0.02% | -4.3% |
| Q3 2015 | $3,080,000 | -17.4% | 27,049 | -10.1% | 0.02% | -14.8% |
| Q2 2015 | $3,729,000 | -0.7% | 30,089 | -0.8% | 0.03% | 0.0% |
| Q1 2015 | $3,757,000 | -54.6% | 30,339 | -55.1% | 0.03% | -58.5% |
| Q4 2014 | $8,270,000 | +5.8% | 67,638 | +1.0% | 0.06% | -5.8% |
| Q3 2014 | $7,819,000 | -11.3% | 66,961 | -10.6% | 0.07% | -12.7% |
| Q2 2014 | $8,815,000 | -19.5% | 74,872 | -23.2% | 0.08% | -22.5% |
| Q1 2014 | $10,945,000 | -17.5% | 97,463 | -18.7% | 0.10% | -25.0% |
| Q4 2013 | $13,271,000 | +493.8% | 119,954 | +442.6% | 0.14% | +403.7% |
| Q3 2013 | $2,235,000 | -44.8% | 22,106 | -47.4% | 0.03% | -46.0% |
| Q2 2013 | $4,049,000 | – | 42,014 | – | 0.05% | – |
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% |