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 | $69,866,842 | -6.6% | 285,101 | -3.0% | 0.06% | -6.2% |
| Q2 2023 | $74,830,925 | +3.5% | 294,054 | -4.3% | 0.06% | +1.6% |
| Q1 2023 | $72,330,173 | +2.4% | 307,252 | -4.0% | 0.06% | -7.4% |
| Q4 2022 | $70,635,484 | +11.8% | 320,081 | +4.9% | 0.07% | +3.0% |
| Q3 2022 | $63,156,000 | -1.4% | 305,039 | +3.5% | 0.07% | +4.8% |
| Q2 2022 | $64,055,000 | -18.6% | 294,650 | -1.7% | 0.06% | -8.7% |
| Q1 2022 | $78,644,000 | +0.9% | 299,749 | +6.7% | 0.07% | +7.8% |
| Q4 2021 | $77,961,000 | -4.4% | 280,937 | -12.2% | 0.06% | -14.7% |
| Q3 2021 | $81,543,000 | -8.3% | 319,964 | -7.9% | 0.08% | -7.4% |
| Q2 2021 | $88,920,000 | +4.8% | 347,470 | -2.8% | 0.08% | -1.2% |
| Q1 2021 | $84,825,000 | +5.6% | 357,557 | -0.5% | 0.08% | +1.2% |
| Q4 2020 | $80,340,000 | +14.4% | 359,377 | +0.2% | 0.08% | -6.9% |
| Q3 2020 | $70,199,000 | +9.8% | 358,687 | +1.0% | 0.09% | +2.4% |
| Q2 2020 | $63,920,000 | +23.2% | 354,990 | +1.5% | 0.08% | +30.8% |
| Q1 2020 | $51,876,000 | -23.0% | 349,733 | -2.2% | 0.06% | -1.5% |
| Q4 2019 | $67,390,000 | +8.0% | 357,520 | -0.4% | 0.07% | +6.5% |
| Q3 2019 | $62,406,000 | +20.2% | 359,135 | +19.2% | 0.06% | +21.6% |
| Q2 2019 | $51,939,000 | -15.7% | 301,335 | -18.5% | 0.05% | -17.7% |
| Q1 2019 | $61,625,000 | +8.2% | 369,677 | -4.6% | 0.06% | -1.6% |
| Q4 2018 | $56,933,000 | -7.2% | 387,514 | +8.8% | 0.06% | +8.6% |
| Q3 2018 | $61,378,000 | +6.7% | 356,228 | +0.5% | 0.06% | +1.8% |
| Q2 2018 | $57,535,000 | +3.2% | 354,508 | -0.6% | 0.06% | +3.6% |
| Q1 2018 | $55,776,000 | -7.8% | 356,756 | -6.7% | 0.06% | -6.8% |
| Q4 2017 | $60,462,000 | +13.6% | 382,258 | +7.2% | 0.06% | +7.3% |
| Q3 2017 | $53,220,000 | +3.1% | 356,512 | -0.5% | 0.06% | 0.0% |
| Q2 2017 | $51,595,000 | +19.5% | 358,249 | +16.1% | 0.06% | +14.6% |
| Q1 2017 | $43,162,000 | +8.6% | 308,515 | +3.2% | 0.05% | +6.7% |
| Q4 2016 | $39,759,000 | +4.0% | 298,982 | +0.3% | 0.04% | +2.3% |
| Q3 2016 | $38,222,000 | -3.0% | 298,168 | -6.2% | 0.04% | -4.3% |
| Q2 2016 | $39,420,000 | +11.1% | 317,855 | +8.3% | 0.05% | +12.2% |
| Q1 2016 | $35,467,000 | -1.7% | 293,453 | -2.1% | 0.04% | -2.4% |
| Q4 2015 | $36,067,000 | +25.0% | 299,786 | +18.4% | 0.04% | +23.5% |
| Q3 2015 | $28,846,000 | -7.7% | 253,284 | +0.5% | 0.03% | -2.9% |
| Q2 2015 | $31,260,000 | +0.2% | 252,142 | +0.1% | 0.04% | +2.9% |
| Q1 2015 | $31,195,000 | +1.2% | 251,881 | -0.0% | 0.03% | 0.0% |
| Q4 2014 | $30,815,000 | -2.6% | 251,982 | -7.0% | 0.03% | -8.1% |
| Q3 2014 | $31,644,000 | +5.8% | 270,937 | +6.6% | 0.04% | -2.6% |
| Q2 2014 | $29,918,000 | +13.7% | 254,105 | +8.4% | 0.04% | +8.6% |
| Q1 2014 | $26,320,000 | +0.9% | 234,340 | -0.6% | 0.04% | 0.0% |
| Q4 2013 | $26,080,000 | +7.9% | 235,690 | -1.3% | 0.04% | 0.0% |
| Q3 2013 | $24,164,000 | +3.4% | 238,912 | -1.5% | 0.04% | +2.9% |
| Q2 2013 | $23,371,000 | – | 242,434 | – | 0.03% | – |
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% |