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 | $613,876 | -3.7% | 2,505 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $637,473 | -18.0% | 2,505 | -24.2% | 0.04% | -22.2% |
| Q1 2023 | $777,795 | +5.7% | 3,304 | -0.9% | 0.04% | -2.2% |
| Q4 2022 | $735,747 | +3.5% | 3,334 | -3.0% | 0.05% | -2.1% |
| Q3 2022 | $711,000 | -1.9% | 3,436 | +3.1% | 0.05% | +6.8% |
| Q2 2022 | $725,000 | -17.1% | 3,334 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $875,000 | -6.0% | 3,334 | -0.6% | 0.05% | -2.1% |
| Q4 2021 | $931,000 | +17.3% | 3,355 | +7.7% | 0.05% | +4.4% |
| Q3 2021 | $794,000 | -0.4% | 3,114 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $797,000 | +7.8% | 3,114 | 0.0% | 0.05% | -6.1% |
| Q1 2021 | $739,000 | -93.6% | 3,114 | +2865.7% | 0.05% | +4800.0% |
| Q4 2013 | $11,618,000 | -44.0% | 105 | -48.8% | 0.00% | -50.0% |
| Q3 2013 | $20,734,000 | +62730.3% | 205 | -40.6% | 0.00% | -50.0% |
| Q2 2013 | $33,000 | – | 345 | – | 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% |