ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392 | +250.0% | 1,600 | +263.6% | 0.00% | +300.0% |
| Q2 2023 | $112 | +40.0% | 440 | +29.4% | 0.00% | 0.0% |
| Q1 2023 | $80 | -99.9% | 340 | -99.9% | 0.00% | -99.9% |
| Q4 2022 | $68,725 | -18.2% | 311,425 | +76795.1% | 0.89% | +88900.0% |
| Q3 2022 | $84,000 | -99.7% | 405 | -99.7% | 0.00% | -99.7% |
| Q2 2022 | $26,289,000 | +19518.7% | 120,930 | +23611.8% | 0.36% | +17650.0% |
| Q1 2022 | $134,000 | -92.1% | 510 | -91.7% | 0.00% | -88.2% |
| Q4 2021 | $1,700,000 | +3048.1% | 6,125 | +2802.8% | 0.02% | +1600.0% |
| Q3 2021 | $54,000 | – | 211 | – | 0.00% | – |
Download | ||||||
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% |