ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,893 | -4.1% | 113,820 | -0.5% | 9.29% | +0.1% |
| Q2 2023 | $29,098 | +8.3% | 114,344 | +0.2% | 9.28% | +2.1% |
| Q1 2023 | $26,865 | +2.7% | 114,120 | -3.7% | 9.09% | -1.8% |
| Q4 2022 | $26,162 | -99.9% | 118,553 | -0.1% | 9.25% | -3.7% |
| Q3 2022 | $24,566,000 | -6.0% | 118,651 | -1.3% | 9.61% | +2.3% |
| Q2 2022 | $26,139,000 | -17.8% | 120,242 | -0.8% | 9.40% | -6.0% |
| Q1 2022 | $31,818,000 | -8.8% | 121,270 | -3.6% | 10.00% | -4.4% |
| Q4 2021 | $34,905,000 | +10.6% | 125,784 | +1.6% | 10.46% | +3.5% |
| Q3 2021 | $31,551,000 | -4.9% | 123,802 | -4.5% | 10.10% | -2.3% |
| Q2 2021 | $33,170,000 | +8.6% | 129,615 | +0.7% | 10.34% | +2.2% |
| Q1 2021 | $30,532,000 | +5.5% | 128,701 | -0.5% | 10.12% | +1.6% |
| Q4 2020 | $28,929,000 | +11.1% | 129,406 | -2.7% | 9.96% | +1.4% |
| Q3 2020 | $26,042,000 | +2.7% | 133,065 | -5.5% | 9.83% | -2.1% |
| Q2 2020 | $25,360,000 | +21.8% | 140,842 | +0.4% | 10.04% | +4.1% |
| Q1 2020 | $20,814,000 | – | 140,320 | – | 9.64% | – |
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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% |