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 | $1,119,814 | -3.3% | 4,570 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $1,158,244 | +20.7% | 4,551 | +11.6% | 0.02% | +13.3% |
| Q1 2023 | $959,826 | +7.3% | 4,077 | +0.6% | 0.02% | 0.0% |
| Q4 2022 | $894,474 | +12.7% | 4,053 | +5.7% | 0.02% | 0.0% |
| Q3 2022 | $794,000 | -2.7% | 3,835 | +2.2% | 0.02% | -6.2% |
| Q2 2022 | $816,000 | -0.7% | 3,754 | +19.9% | 0.02% | +14.3% |
| Q1 2022 | $822,000 | +27.6% | 3,132 | +34.9% | 0.01% | +40.0% |
| Q4 2021 | $644,000 | – | 2,321 | – | 0.01% | – |
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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% |