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 | $1,709,452 | -3.2% | 6,976 | +0.5% | 0.15% | -11.9% |
Q2 2023 | $1,766,346 | +8.1% | 6,941 | 0.0% | 0.17% | -8.2% |
Q1 2023 | $1,633,981 | +7.3% | 6,941 | +0.6% | 0.18% | +3.4% |
Q4 2022 | $1,523,354 | +6.6% | 6,903 | 0.0% | 0.18% | -17.7% |
Q3 2022 | $1,429,000 | -4.7% | 6,903 | +0.1% | 0.22% | -2.7% |
Q2 2022 | $1,499,000 | -20.9% | 6,895 | -4.5% | 0.22% | -7.9% |
Q1 2022 | $1,894,000 | -5.4% | 7,218 | 0.0% | 0.24% | +6.7% |
Q4 2021 | $2,003,000 | +14.3% | 7,218 | +4.9% | 0.22% | +0.9% |
Q3 2021 | $1,753,000 | -0.4% | 6,879 | 0.0% | 0.22% | -5.5% |
Q2 2021 | $1,760,000 | +7.8% | 6,879 | 0.0% | 0.24% | +4.4% |
Q1 2021 | $1,632,000 | +18.1% | 6,879 | +11.3% | 0.23% | +13.0% |
Q4 2020 | $1,382,000 | +14.2% | 6,181 | 0.0% | 0.20% | +2.6% |
Q3 2020 | $1,210,000 | +8.7% | 6,181 | 0.0% | 0.20% | +3.2% |
Q2 2020 | $1,113,000 | +21.6% | 6,181 | +0.1% | 0.19% | +3.3% |
Q1 2020 | $915,000 | -15.5% | 6,172 | +7.4% | 0.18% | -39.0% |
Q4 2019 | $1,083,000 | – | 5,747 | – | 0.30% | – |
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% |