ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,173,637 | +288342.1% | 82,321 | +171.1% | 0.10% | +94.4% |
| Q4 2022 | $6,994 | -99.9% | 30,368 | +4.9% | 0.05% | +1.9% |
| Q3 2022 | $6,330,000 | -6.6% | 28,946 | -3.1% | 0.05% | -5.4% |
| Q2 2022 | $6,776,000 | -12.9% | 29,885 | -0.9% | 0.06% | 0.0% |
| Q1 2022 | $7,776,000 | -6.4% | 30,149 | -8.4% | 0.06% | -8.2% |
| Q4 2021 | $8,308,000 | -5.6% | 32,918 | +0.7% | 0.06% | +15.1% |
| Q3 2021 | $8,801,000 | -8.8% | 32,690 | -12.1% | 0.05% | -8.6% |
| Q2 2021 | $9,649,000 | +13.4% | 37,179 | +9.0% | 0.06% | +13.7% |
| Q1 2021 | $8,509,000 | -29.4% | 34,099 | -34.7% | 0.05% | -32.9% |
| Q4 2020 | $12,044,000 | +41.1% | 52,217 | +24.4% | 0.08% | +22.6% |
| Q3 2020 | $8,538,000 | +45.8% | 41,972 | +36.8% | 0.06% | +37.8% |
| Q2 2020 | $5,854,000 | -15.4% | 30,692 | -27.8% | 0.04% | -28.6% |
| Q1 2020 | $6,918,000 | +22.7% | 42,504 | +44.5% | 0.06% | +46.5% |
| Q4 2019 | $5,638,000 | -46.4% | 29,418 | -50.9% | 0.04% | -48.2% |
| Q3 2019 | $10,528,000 | -18.7% | 59,857 | -19.1% | 0.08% | -20.2% |
| Q2 2019 | $12,943,000 | +48.2% | 73,981 | +44.2% | 0.10% | +46.5% |
| Q1 2019 | $8,731,000 | -40.5% | 51,319 | -45.6% | 0.07% | -43.2% |
| Q4 2018 | $14,674,000 | +44.3% | 94,266 | +49.4% | 0.12% | +52.4% |
| Q3 2018 | $10,168,000 | +116.1% | 63,086 | +124.0% | 0.08% | +148.5% |
| Q2 2018 | $4,706,000 | +231.2% | 28,168 | +216.4% | 0.03% | +230.0% |
| Q1 2018 | $1,421,000 | -89.6% | 8,904 | -89.1% | 0.01% | -89.0% |
| Q4 2017 | $13,692,000 | +468.4% | 81,791 | +416.8% | 0.09% | +435.3% |
| Q3 2017 | $2,409,000 | +78.3% | 15,827 | +71.4% | 0.02% | +70.0% |
| Q2 2017 | $1,351,000 | -22.4% | 9,236 | -24.8% | 0.01% | -23.1% |
| Q1 2017 | $1,741,000 | -30.4% | 12,279 | -33.6% | 0.01% | -35.0% |
| Q4 2016 | $2,501,000 | +547.9% | 18,505 | +511.9% | 0.02% | +566.7% |
| Q3 2016 | $386,000 | -4.0% | 3,024 | -3.2% | 0.00% | 0.0% |
| Q2 2016 | $402,000 | +7.2% | 3,125 | +1.9% | 0.00% | 0.0% |
| Q1 2016 | $375,000 | -93.5% | 3,068 | -94.0% | 0.00% | -94.6% |
| Q4 2015 | $5,740,000 | +1677.1% | 50,822 | +1693.9% | 0.06% | +1766.7% |
| Q3 2015 | $323,000 | -75.3% | 2,833 | -73.1% | 0.00% | -50.0% |
| Q2 2015 | $1,308,000 | +97.3% | 10,546 | +96.9% | 0.01% | 0.0% |
| Q1 2015 | $663,000 | -49.6% | 5,357 | -50.2% | 0.01% | 0.0% |
| Q4 2014 | $1,316,000 | +106.6% | 10,762 | +97.3% | 0.01% | 0.0% |
| Q3 2014 | $637,000 | -22.1% | 5,456 | -21.5% | 0.01% | -14.3% |
| Q2 2014 | $818,000 | +9.8% | 6,947 | +4.7% | 0.01% | +16.7% |
| Q1 2014 | $745,000 | +9.1% | 6,633 | +7.5% | 0.01% | +20.0% |
| Q4 2013 | $683,000 | -54.9% | 6,170 | -58.8% | 0.01% | -54.5% |
| Q3 2013 | $1,516,000 | +33.6% | 14,990 | +27.3% | 0.01% | +22.2% |
| Q2 2013 | $1,135,000 | – | 11,775 | – | 0.01% | – |
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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% |