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 | $569,275 | -3.7% | 2,323 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $591,158 | +8.0% | 2,323 | -0.1% | 0.04% | +2.4% |
| Q1 2023 | $547,329 | +6.7% | 2,325 | 0.0% | 0.04% | +5.1% |
| Q4 2022 | $513,081 | +15.3% | 2,325 | +8.1% | 0.04% | +5.4% |
| Q3 2022 | $445,000 | +45.4% | 2,150 | +84.5% | 0.04% | +76.2% |
| Q1 2022 | $306,000 | +29.7% | 1,165 | +37.1% | 0.02% | +40.0% |
| Q4 2021 | $236,000 | +8.8% | 850 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $217,000 | -2.7% | 850 | -2.3% | 0.02% | 0.0% |
| Q2 2021 | $223,000 | +3.7% | 870 | -4.2% | 0.02% | -6.2% |
| Q1 2021 | $215,000 | +1.9% | 908 | -4.0% | 0.02% | 0.0% |
| Q4 2020 | $211,000 | – | 946 | – | 0.02% | – |
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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% |