ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,709,299 | +1.2% | 145,717 | +5.1% | 0.68% | +7.9% |
| Q2 2023 | $35,276,667 | +11.2% | 138,623 | +2.9% | 0.64% | +4.3% |
| Q1 2023 | $31,722,042 | +3.2% | 134,752 | -3.2% | 0.61% | -3.3% |
| Q4 2022 | $30,730,788 | +1.6% | 139,255 | -4.7% | 0.63% | -2.5% |
| Q3 2022 | $30,237,000 | -4.3% | 146,047 | +0.5% | 0.65% | +1.3% |
| Q2 2022 | $31,597,000 | -22.3% | 145,346 | -6.3% | 0.64% | -3.8% |
| Q1 2022 | $40,678,000 | -8.1% | 155,042 | -2.8% | 0.66% | -1.0% |
| Q4 2021 | $44,265,000 | +4.9% | 159,515 | -3.7% | 0.67% | +2.6% |
| Q3 2021 | $42,204,000 | +0.4% | 165,605 | +0.8% | 0.65% | +3.8% |
| Q2 2021 | $42,026,000 | +18.5% | 164,223 | +9.8% | 0.63% | +8.1% |
| Q1 2021 | $35,467,000 | +32.8% | 149,505 | +25.1% | 0.58% | +21.5% |
| Q4 2020 | $26,715,000 | +8.4% | 119,503 | -5.1% | 0.48% | -1.2% |
| Q3 2020 | $24,635,000 | +51.1% | 125,875 | +39.0% | 0.48% | +38.2% |
| Q2 2020 | $16,307,000 | +47.9% | 90,567 | +21.9% | 0.35% | +19.4% |
| Q1 2020 | $11,023,000 | -33.1% | 74,312 | -15.0% | 0.29% | -14.8% |
| Q4 2019 | $16,476,000 | +9.7% | 87,413 | +1.1% | 0.34% | +4.2% |
| Q3 2019 | $15,022,000 | -9.2% | 86,448 | -9.9% | 0.33% | -11.7% |
| Q2 2019 | $16,542,000 | -7.6% | 95,976 | -10.7% | 0.38% | -11.8% |
| Q1 2019 | $17,907,000 | +17.4% | 107,419 | +3.5% | 0.42% | -1.8% |
| Q4 2018 | $15,255,000 | -17.3% | 103,830 | -3.0% | 0.43% | -5.7% |
| Q3 2018 | $18,439,000 | +16.3% | 107,014 | +9.5% | 0.46% | -4.2% |
| Q2 2018 | $15,859,000 | +12.8% | 97,723 | +8.7% | 0.48% | -8.6% |
| Q1 2018 | $14,059,000 | +23.2% | 89,929 | +24.6% | 0.52% | +22.7% |
| Q4 2017 | $11,415,000 | +9.1% | 72,170 | +3.0% | 0.43% | +13.0% |
| Q3 2017 | $10,460,000 | +0.6% | 70,070 | -2.9% | 0.38% | +5.9% |
| Q2 2017 | $10,396,000 | -1.5% | 72,185 | -4.3% | 0.36% | -7.0% |
| Q1 2017 | $10,552,000 | +14.8% | 75,422 | +9.1% | 0.38% | +2.4% |
| Q4 2016 | $9,191,000 | +4.2% | 69,117 | +0.4% | 0.38% | -2.8% |
| Q3 2016 | $8,824,000 | +2.1% | 68,837 | -1.2% | 0.39% | 0.0% |
| Q2 2016 | $8,644,000 | +5.4% | 69,697 | +2.7% | 0.39% | -4.0% |
| Q1 2016 | $8,205,000 | +2.5% | 67,887 | +2.1% | 0.40% | +0.2% |
| Q4 2015 | $8,002,000 | +10.4% | 66,512 | +4.5% | 0.40% | +6.1% |
| Q3 2015 | $7,251,000 | +6.4% | 63,667 | +15.8% | 0.38% | +22.3% |
| Q2 2015 | $6,816,000 | +17.0% | 54,977 | +16.8% | 0.31% | +16.2% |
| Q1 2015 | $5,828,000 | +1.4% | 47,057 | +0.1% | 0.27% | -2.2% |
| Q4 2014 | $5,748,000 | +4.5% | 47,007 | -0.2% | 0.27% | 0.0% |
| Q3 2014 | $5,503,000 | +19.2% | 47,123 | +20.2% | 0.27% | +17.2% |
| Q2 2014 | $4,616,000 | +1.1% | 39,203 | -3.6% | 0.23% | -6.8% |
| Q1 2014 | $4,566,000 | +214.0% | 40,651 | +209.3% | 0.25% | +245.8% |
| Q4 2013 | $1,454,000 | +319.0% | 13,141 | +283.0% | 0.07% | +278.9% |
| Q3 2013 | $347,000 | – | 3,431 | – | 0.02% | – |
Download | ||||||
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% |