ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,046,244 | -3.6% | 57,318 | +0.2% | 0.18% | 0.0% |
| Q2 2023 | $14,564,036 | +8.1% | 57,231 | -0.0% | 0.18% | +1.1% |
| Q1 2023 | $13,477,357 | +7.0% | 57,251 | +0.3% | 0.18% | +4.1% |
| Q4 2022 | $12,594,775 | +5.6% | 57,073 | -0.9% | 0.17% | -2.8% |
| Q3 2022 | $11,926,000 | -3.7% | 57,601 | +1.1% | 0.18% | +0.6% |
| Q2 2022 | $12,385,000 | -12.2% | 56,974 | +6.0% | 0.18% | +0.6% |
| Q1 2022 | $14,107,000 | -3.6% | 53,769 | +1.9% | 0.18% | -2.2% |
| Q4 2021 | $14,640,000 | +10.8% | 52,757 | +1.8% | 0.18% | +1.1% |
| Q3 2021 | $13,211,000 | -0.2% | 51,840 | +0.2% | 0.18% | -3.3% |
| Q2 2021 | $13,234,000 | +7.6% | 51,714 | -0.3% | 0.18% | -1.1% |
| Q1 2021 | $12,304,000 | +6.8% | 51,864 | +0.7% | 0.18% | -3.6% |
| Q4 2020 | $11,518,000 | +26.2% | 51,524 | +10.5% | 0.19% | +13.6% |
| Q3 2020 | $9,126,000 | +7.8% | 46,628 | -0.9% | 0.17% | -1.2% |
| Q2 2020 | $8,469,000 | +22.3% | 47,036 | +0.7% | 0.17% | +11.8% |
| Q1 2020 | $6,927,000 | -14.6% | 46,701 | +8.5% | 0.15% | 0.0% |
| Q4 2019 | $8,114,000 | +9.2% | 43,050 | +0.7% | 0.15% | +3.4% |
| Q3 2019 | $7,429,000 | +1.0% | 42,753 | +0.2% | 0.15% | -2.6% |
| Q2 2019 | $7,356,000 | +0.9% | 42,682 | -2.4% | 0.15% | -2.6% |
| Q1 2019 | $7,293,000 | +12.3% | 43,752 | -1.0% | 0.16% | -1.3% |
| Q4 2018 | $6,495,000 | -15.3% | 44,208 | -0.7% | 0.16% | -7.1% |
| Q3 2018 | $7,672,000 | -1.0% | 44,531 | -6.7% | 0.17% | -10.5% |
| Q2 2018 | $7,746,000 | +1.8% | 47,730 | -1.9% | 0.19% | -2.6% |
| Q1 2018 | $7,607,000 | -1.2% | 48,659 | 0.0% | 0.20% | +1.6% |
| Q4 2017 | $7,696,000 | +0.8% | 48,659 | -4.9% | 0.19% | -5.0% |
| Q3 2017 | $7,634,000 | +1.7% | 51,145 | -1.9% | 0.20% | -3.3% |
| Q2 2017 | $7,509,000 | +3.8% | 52,145 | +0.8% | 0.21% | 0.0% |
| Q1 2017 | $7,236,000 | +6.7% | 51,725 | +1.4% | 0.21% | 0.0% |
| Q4 2016 | $6,783,000 | +34.5% | 51,008 | +29.6% | 0.21% | +29.8% |
| Q3 2016 | $5,044,000 | +30.7% | 39,348 | +26.5% | 0.16% | +26.8% |
| Q2 2016 | $3,858,000 | +3.3% | 31,112 | +0.7% | 0.13% | -3.1% |
| Q1 2016 | $3,734,000 | +1.4% | 30,897 | +0.9% | 0.13% | +1.6% |
| Q4 2015 | $3,684,000 | +1.9% | 30,627 | -3.6% | 0.13% | -3.0% |
| Q3 2015 | $3,617,000 | -5.2% | 31,767 | +3.3% | 0.13% | +3.9% |
| Q2 2015 | $3,814,000 | +3.4% | 30,764 | +3.3% | 0.13% | +3.2% |
| Q1 2015 | $3,688,000 | +11.4% | 29,784 | +10.0% | 0.12% | +13.8% |
| Q4 2014 | $3,311,000 | +6.1% | 27,079 | +1.3% | 0.11% | +3.8% |
| Q3 2014 | $3,121,000 | -1.6% | 26,729 | -0.8% | 0.10% | -7.1% |
| Q2 2014 | $3,171,000 | +4.6% | 26,939 | -0.2% | 0.11% | +1.8% |
| Q1 2014 | $3,031,000 | +1.9% | 26,989 | +0.4% | 0.11% | +0.9% |
| Q4 2013 | $2,975,000 | +9.7% | 26,889 | +0.3% | 0.11% | +1.9% |
| Q3 2013 | $2,711,000 | -5.8% | 26,814 | -10.2% | 0.11% | -9.2% |
| Q2 2013 | $2,879,000 | – | 29,869 | – | 0.12% | – |
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% |