ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,752 | -35.4% | 1,872 | -32.9% | 0.01% | -28.6% |
| Q2 2023 | $709,745 | -25.0% | 2,789 | -30.6% | 0.01% | -22.2% |
| Q1 2023 | $946,113 | +44.8% | 4,019 | +35.8% | 0.01% | +28.6% |
| Q4 2022 | $653,212 | +6.6% | 2,960 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $613,000 | +382.7% | 2,960 | +406.8% | 0.01% | +600.0% |
| Q2 2022 | $127,000 | -18.1% | 584 | -1.4% | 0.00% | 0.0% |
| Q1 2022 | $155,000 | -45.0% | 592 | -41.8% | 0.00% | -66.7% |
| Q4 2021 | $282,000 | +86.8% | 1,017 | +72.1% | 0.00% | +50.0% |
| Q3 2021 | $151,000 | -82.2% | 591 | -82.2% | 0.00% | -77.8% |
| Q2 2021 | $848,000 | – | 3,313 | +331200.0% | 0.01% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $1,006,000 | -12.6% | 6,779 | +11.0% | 0.02% | +11.8% |
| Q4 2019 | $1,151,000 | +5.6% | 6,108 | -2.6% | 0.02% | -5.6% |
| Q3 2019 | $1,090,000 | -7.3% | 6,273 | -8.1% | 0.02% | -5.3% |
| Q2 2019 | $1,176,000 | +8.3% | 6,825 | +4.7% | 0.02% | +5.6% |
| Q1 2019 | $1,086,000 | +8.7% | 6,516 | -4.2% | 0.02% | 0.0% |
| Q4 2018 | $999,000 | -6.3% | 6,799 | +9.9% | 0.02% | +5.9% |
| Q3 2018 | $1,066,000 | -4.1% | 6,184 | -9.7% | 0.02% | -5.6% |
| Q2 2018 | $1,111,000 | +3.7% | 6,848 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $1,071,000 | -1.1% | 6,848 | 0.0% | 0.02% | +5.9% |
| Q4 2017 | $1,083,000 | +2.2% | 6,848 | -3.5% | 0.02% | -5.6% |
| Q3 2017 | $1,060,000 | +0.8% | 7,098 | -2.8% | 0.02% | 0.0% |
| Q2 2017 | $1,052,000 | +2.6% | 7,305 | -0.3% | 0.02% | 0.0% |
| Q1 2017 | $1,025,000 | +5.9% | 7,330 | +0.7% | 0.02% | 0.0% |
| Q4 2016 | $968,000 | +0.9% | 7,280 | -2.7% | 0.02% | 0.0% |
| Q3 2016 | $959,000 | +7.9% | 7,480 | +4.4% | 0.02% | -18.2% |
| Q2 2016 | $889,000 | -1.7% | 7,165 | -1.8% | 0.02% | 0.0% |
| Q1 2016 | $904,000 | +4.9% | 7,300 | +1.9% | 0.02% | 0.0% |
| Q4 2015 | $862,000 | +3.7% | 7,165 | -1.8% | 0.02% | 0.0% |
| Q3 2015 | $831,000 | -8.2% | 7,300 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $905,000 | +0.1% | 7,300 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $904,000 | +2639.4% | 7,300 | +2333.3% | 0.02% | +2100.0% |
| Q4 2013 | $33,000 | -61.2% | 300 | -64.3% | 0.00% | -66.7% |
| Q3 2013 | $85,000 | -52.0% | 840 | -54.3% | 0.00% | -50.0% |
| Q2 2013 | $177,000 | +53.9% | 1,840 | +49.6% | 0.01% | +50.0% |
| Q1 2013 | $115,000 | +360.0% | 1,230 | +310.0% | 0.00% | +300.0% |
| Q4 2012 | $25,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2012 | $25,000 | +4.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2012 | $24,000 | -4.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2012 | $25,000 | +13.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2011 | $22,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2011 | $20,000 | -16.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2011 | $24,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $24,000 | +9.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2010 | $22,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2010 | $20,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2010 | $18,000 | -21.7% | 300 | -10.4% | 0.00% | 0.0% |
| Q1 2010 | $23,000 | +15.0% | 335 | +11.7% | 0.00% | 0.0% |
| Q4 2009 | $20,000 | +5.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2009 | $19,000 | +18.8% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2009 | $16,000 | +14.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2009 | $14,000 | – | 300 | – | 0.00% | – |
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% |