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 | $178,154 | -10.5% | 725 | -7.3% | 0.00% | 0.0% |
| Q2 2023 | $199,003 | +16.6% | 782 | +7.9% | 0.00% | 0.0% |
| Q1 2023 | $170,672 | +6.7% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $159,993 | +6.7% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $150,000 | -5.1% | 725 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $158,000 | -16.8% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $190,000 | -5.5% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $201,000 | +8.6% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $185,000 | -0.5% | 725 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $186,000 | +14.8% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $162,000 | +14.1% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $142,000 | +8.4% | 725 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $131,000 | +21.3% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $108,000 | -21.2% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $137,000 | +8.7% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $126,000 | +0.8% | 725 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $125,000 | +3.3% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $121,000 | +13.1% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $107,000 | -14.4% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $125,000 | +5.9% | 725 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $118,000 | +4.4% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $113,000 | -1.7% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $115,000 | +6.5% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $108,000 | +1.9% | 725 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $106,000 | +5.0% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $101,000 | +5.2% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $96,000 | +3.2% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $93,000 | +3.3% | 725 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $90,000 | +2.3% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $88,000 | +1.1% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $87,000 | – | 725 | – | 0.00% | – |
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% |