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 | $31,401,382 | -5.1% | 128,138 | -1.5% | 0.05% | -1.9% |
| Q2 2023 | $33,095,832 | +7.0% | 130,053 | -1.0% | 0.05% | +3.9% |
| Q1 2023 | $30,939,276 | +4.4% | 131,427 | -2.2% | 0.05% | -1.9% |
| Q4 2022 | $29,641,858 | +2.9% | 134,319 | -3.5% | 0.05% | -1.9% |
| Q3 2022 | $28,812,000 | -9.7% | 139,159 | -1.7% | 0.05% | -1.9% |
| Q2 2022 | $31,891,000 | -31.4% | 141,588 | -19.9% | 0.05% | -21.7% |
| Q1 2022 | $46,466,000 | -56.8% | 176,843 | -54.4% | 0.07% | -54.6% |
| Q4 2021 | $107,583,000 | +2.8% | 387,685 | -2.4% | 0.15% | -1.9% |
| Q3 2021 | $104,621,000 | +0.2% | 397,245 | -2.7% | 0.16% | -3.7% |
| Q2 2021 | $104,377,000 | +4.2% | 408,455 | -3.3% | 0.16% | -3.0% |
| Q1 2021 | $100,205,000 | -34.5% | 422,469 | -38.3% | 0.17% | -40.7% |
| Q4 2020 | $153,094,000 | +4.9% | 684,835 | -9.8% | 0.28% | -7.6% |
| Q3 2020 | $145,943,000 | +6.5% | 759,293 | -3.1% | 0.30% | +1.3% |
| Q2 2020 | $137,074,000 | +14.0% | 783,781 | -4.8% | 0.30% | +3.1% |
| Q1 2020 | $120,198,000 | -22.3% | 823,111 | +0.3% | 0.29% | -6.1% |
| Q4 2019 | $154,641,000 | +5.6% | 820,418 | -3.1% | 0.31% | -4.3% |
| Q3 2019 | $146,409,000 | -3.7% | 846,722 | -4.0% | 0.32% | -5.3% |
| Q2 2019 | $151,963,000 | -1.9% | 881,665 | -5.1% | 0.34% | -3.9% |
| Q1 2019 | $154,938,000 | +9.1% | 929,441 | -4.7% | 0.36% | +0.6% |
| Q4 2018 | $141,952,000 | -19.0% | 975,056 | -4.2% | 0.35% | -9.9% |
| Q3 2018 | $175,317,000 | -18.6% | 1,017,514 | -23.3% | 0.39% | -21.9% |
| Q2 2018 | $215,280,000 | -1.8% | 1,327,413 | -5.4% | 0.50% | -5.6% |
| Q1 2018 | $219,264,000 | -5.3% | 1,402,484 | -4.1% | 0.53% | -8.3% |
| Q4 2017 | $231,428,000 | +1.7% | 1,463,160 | -4.0% | 0.58% | -6.3% |
| Q3 2017 | $227,490,000 | +0.5% | 1,523,918 | -3.0% | 0.62% | -7.3% |
| Q2 2017 | $226,256,000 | +109.2% | 1,571,004 | +103.2% | 0.67% | +90.9% |
| Q1 2017 | $108,138,000 | +2737.5% | 772,963 | +2597.1% | 0.35% | +2400.0% |
| Q4 2016 | $3,811,000 | +4.9% | 28,659 | +1.1% | 0.01% | -6.7% |
| Q3 2016 | $3,633,000 | +0.8% | 28,341 | -2.5% | 0.02% | 0.0% |
| Q2 2016 | $3,605,000 | +17.5% | 29,065 | +14.5% | 0.02% | -16.7% |
| Q1 2016 | $3,068,000 | +3.5% | 25,382 | +3.0% | 0.02% | 0.0% |
| Q4 2015 | $2,964,000 | +12.4% | 24,635 | +6.4% | 0.02% | +5.9% |
| Q3 2015 | $2,636,000 | -7.8% | 23,149 | +0.4% | 0.02% | -5.6% |
| Q2 2015 | $2,859,000 | -0.9% | 23,065 | -1.0% | 0.02% | -5.3% |
| Q1 2015 | $2,885,000 | +3.8% | 23,301 | +2.5% | 0.02% | 0.0% |
| Q4 2014 | $2,779,000 | +0.6% | 22,724 | -4.0% | 0.02% | -5.0% |
| Q3 2014 | $2,763,000 | +5.4% | 23,661 | +6.2% | 0.02% | 0.0% |
| Q2 2014 | $2,622,000 | +6.5% | 22,271 | +1.6% | 0.02% | 0.0% |
| Q1 2014 | $2,461,000 | +9.0% | 21,917 | +7.4% | 0.02% | 0.0% |
| Q4 2013 | $2,257,000 | +0.8% | 20,401 | -7.8% | 0.02% | -9.1% |
| Q3 2013 | $2,238,000 | +6.1% | 22,135 | +1.2% | 0.02% | -4.3% |
| Q2 2013 | $2,109,000 | – | 21,883 | – | 0.02% | – |
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% |