ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,507,140 | +2.4% | 22,472 | +6.3% | 0.01% | +14.3% |
| Q2 2023 | $5,377,619 | +15.2% | 21,131 | +6.6% | 0.01% | 0.0% |
| Q1 2023 | $4,666,135 | -46.7% | 19,822 | -50.0% | 0.01% | -46.2% |
| Q4 2022 | $8,756,101 | +109.0% | 39,678 | +96.1% | 0.01% | +85.7% |
| Q3 2022 | $4,189,000 | -8.9% | 20,236 | -4.4% | 0.01% | 0.0% |
| Q2 2022 | $4,600,000 | -12.7% | 21,157 | +5.4% | 0.01% | 0.0% |
| Q1 2022 | $5,268,000 | -11.3% | 20,078 | -6.2% | 0.01% | -12.5% |
| Q4 2021 | $5,936,000 | +54.4% | 21,396 | +41.8% | 0.01% | +33.3% |
| Q3 2021 | $3,845,000 | -37.6% | 15,084 | -37.4% | 0.01% | -33.3% |
| Q2 2021 | $6,166,000 | +7.4% | 24,095 | -0.4% | 0.01% | 0.0% |
| Q1 2021 | $5,742,000 | +1.8% | 24,203 | -4.1% | 0.01% | -10.0% |
| Q4 2020 | $5,643,000 | +20.7% | 25,237 | +5.6% | 0.01% | 0.0% |
| Q3 2020 | $4,677,000 | -1.1% | 23,901 | -9.0% | 0.01% | -9.1% |
| Q2 2020 | $4,730,000 | +5.8% | 26,272 | -12.9% | 0.01% | -8.3% |
| Q1 2020 | $4,470,000 | -46.0% | 30,157 | -31.4% | 0.01% | -29.4% |
| Q4 2019 | $8,283,000 | +20.3% | 43,935 | +10.8% | 0.02% | -5.6% |
| Q3 2019 | $6,887,000 | -16.1% | 39,641 | -16.8% | 0.02% | -14.3% |
| Q2 2019 | $8,209,000 | -19.0% | 47,632 | -21.5% | 0.02% | -27.6% |
| Q1 2019 | $10,129,000 | -69.0% | 60,683 | -72.8% | 0.03% | -72.6% |
| Q4 2018 | $32,722,000 | -54.0% | 222,856 | -46.0% | 0.11% | -48.0% |
| Q3 2018 | $71,132,000 | +17.5% | 412,664 | +10.6% | 0.20% | +9.7% |
| Q2 2018 | $60,543,000 | -9.5% | 373,256 | -12.7% | 0.19% | -11.8% |
| Q1 2018 | $66,922,000 | -20.1% | 427,634 | -19.3% | 0.21% | -20.7% |
| Q4 2017 | $83,768,000 | +29.9% | 529,682 | +22.6% | 0.27% | +18.8% |
| Q3 2017 | $64,488,000 | -9.9% | 431,946 | -13.2% | 0.22% | -15.5% |
| Q2 2017 | $71,610,000 | +5.1% | 497,674 | +2.1% | 0.26% | +0.4% |
| Q1 2017 | $68,136,000 | +8.7% | 487,256 | +3.4% | 0.26% | -0.8% |
| Q4 2016 | $62,670,000 | +21.2% | 471,095 | +16.8% | 0.27% | +14.2% |
| Q3 2016 | $51,711,000 | +93.1% | 403,374 | +86.9% | 0.23% | +87.9% |
| Q2 2016 | $26,775,000 | +14.1% | 215,881 | +11.2% | 0.12% | -0.8% |
| Q1 2016 | $23,456,000 | -57.0% | 194,074 | -57.2% | 0.12% | -56.0% |
| Q4 2015 | $54,605,000 | -8.1% | 453,769 | -13.1% | 0.28% | -15.0% |
| Q3 2015 | $59,437,000 | -35.6% | 521,889 | -30.2% | 0.33% | +38.0% |
| Q2 2015 | $92,331,000 | +132.3% | 747,170 | +132.9% | 0.24% | +11.0% |
| Q1 2015 | $39,739,000 | -25.8% | 320,867 | -26.8% | 0.22% | -26.8% |
| Q4 2014 | $53,585,000 | -15.2% | 438,180 | -19.0% | 0.30% | -46.3% |
| Q3 2014 | $63,171,000 | +0.4% | 540,891 | +1.2% | 0.56% | -1.8% |
| Q2 2014 | $62,909,000 | +6.4% | 534,305 | +1.5% | 0.56% | -0.2% |
| Q1 2014 | $59,135,000 | – | 526,526 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |