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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $4,115,000 | +91.8% | 26,318 | +94.0% | 0.01% | +66.7% |
| Q4 2017 | $2,145,000 | +5.9% | 13,563 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,025,000 | -75.4% | 13,563 | -76.2% | 0.00% | -75.0% |
| Q2 2017 | $8,223,000 | +31.7% | 57,093 | +27.9% | 0.01% | +33.3% |
| Q1 2017 | $6,246,000 | -76.8% | 44,646 | -77.9% | 0.01% | -78.6% |
| Q4 2016 | $26,898,000 | +30.7% | 202,272 | +26.0% | 0.04% | +23.5% |
| Q3 2016 | $20,582,000 | +140.6% | 160,559 | +132.8% | 0.03% | +126.7% |
| Q2 2016 | $8,553,000 | -12.0% | 68,966 | -14.2% | 0.02% | -16.7% |
| Q1 2016 | $9,715,000 | -65.3% | 80,385 | -65.4% | 0.02% | -65.4% |
| Q4 2015 | $27,978,000 | +362.6% | 232,547 | +337.9% | 0.05% | +333.3% |
| Q3 2015 | $6,048,000 | +10.4% | 53,100 | +20.2% | 0.01% | +20.0% |
| Q2 2015 | $5,476,000 | +73.0% | 44,166 | +72.8% | 0.01% | +66.7% |
| Q1 2015 | $3,165,000 | -21.4% | 25,553 | -22.4% | 0.01% | -25.0% |
| Q4 2014 | $4,026,000 | -27.9% | 32,921 | -31.2% | 0.01% | -27.3% |
| Q3 2014 | $5,586,000 | -15.4% | 47,830 | -14.7% | 0.01% | -15.4% |
| Q2 2014 | $6,599,000 | +65.0% | 56,047 | +57.4% | 0.01% | +44.4% |
| Q1 2014 | $4,000,000 | +3.2% | 35,614 | +1.7% | 0.01% | 0.0% |
| Q4 2013 | $3,875,000 | +26.5% | 35,022 | +15.6% | 0.01% | +12.5% |
| Q3 2013 | $3,064,000 | -45.6% | 30,298 | -48.2% | 0.01% | -46.7% |
| Q2 2013 | $5,634,000 | – | 58,444 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |