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 | $390,135 | +96229.6% | 1,592 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $405 | +8.0% | 1,592 | 0.0% | 0.02% | +6.2% |
| Q1 2023 | $375 | +6.5% | 1,592 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $352 | -99.9% | 1,592 | 0.0% | 0.02% | -27.3% |
| Q3 2022 | $329,000 | -4.9% | 1,592 | 0.0% | 0.02% | +46.7% |
| Q2 2022 | $346,000 | -17.2% | 1,592 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $418,000 | -2.6% | 1,592 | +2.9% | 0.02% | +6.7% |
| Q4 2021 | $429,000 | +8.9% | 1,547 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $394,000 | -0.5% | 1,547 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $396,000 | +7.9% | 1,547 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $367,000 | +21.5% | 1,547 | 0.0% | 0.02% | +7.1% |
| Q3 2020 | $302,000 | +8.2% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $279,000 | -92.3% | 1,547 | -93.7% | 0.01% | -93.4% |
| Q1 2020 | $3,639,000 | +1146.2% | 24,534 | +1485.9% | 0.21% | +1523.1% |
| Q4 2019 | $292,000 | +8.6% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $269,000 | +1.1% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $266,000 | +3.1% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $258,000 | +13.7% | 1,547 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $227,000 | -14.7% | 1,547 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $266,000 | +4.7% | 1,547 | -1.2% | 0.01% | 0.0% |
| Q2 2018 | $254,000 | -7.3% | 1,565 | -10.7% | 0.01% | -7.1% |
| Q1 2018 | $274,000 | +2.2% | 1,753 | +3.4% | 0.01% | -22.2% |
| Q4 2017 | $268,000 | +5.9% | 1,695 | 0.0% | 0.02% | +38.5% |
| Q3 2017 | $253,000 | +3.3% | 1,695 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $245,000 | +2.5% | 1,695 | -0.7% | 0.01% | 0.0% |
| Q1 2017 | $239,000 | +5.3% | 1,707 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $227,000 | – | 1,707 | – | 0.01% | – |
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% |