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 | $719,496 | -3.7% | 2,936 | 0.0% | 0.09% | -2.2% |
| Q2 2023 | $747,153 | -19.7% | 2,936 | -25.7% | 0.09% | -23.1% |
| Q1 2023 | $930,576 | -40.3% | 3,953 | -44.0% | 0.12% | -40.0% |
| Q4 2022 | $1,558,221 | -67.0% | 7,061 | -69.1% | 0.20% | -68.3% |
| Q3 2022 | $4,725,000 | +536.8% | 22,821 | +569.0% | 0.62% | +540.6% |
| Q2 2022 | $742,000 | -70.9% | 3,411 | -64.9% | 0.10% | -66.2% |
| Q1 2022 | $2,548,000 | +213.8% | 9,710 | +53.3% | 0.28% | +49.5% |
| Q3 2016 | $812,000 | +3.4% | 6,332 | 0.0% | 0.19% | +1.1% |
| Q2 2016 | $785,000 | +2.6% | 6,332 | 0.0% | 0.19% | +1.6% |
| Q1 2016 | $765,000 | – | 6,332 | – | 0.18% | – |
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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% |