ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,194,912 | -55.2% | 4,876 | -53.5% | 0.06% | -54.0% |
| Q2 2023 | $2,669,749 | +12.4% | 10,491 | +4.0% | 0.12% | -1.6% |
| Q1 2023 | $2,374,816 | +272.6% | 10,088 | +249.3% | 0.13% | +270.6% |
| Q4 2022 | $637,323 | -7.2% | 2,888 | -12.9% | 0.03% | -15.0% |
| Q3 2022 | $687,000 | +9.4% | 3,316 | +14.8% | 0.04% | +14.3% |
| Q2 2022 | $628,000 | +20.8% | 2,888 | +45.7% | 0.04% | +29.6% |
| Q1 2022 | $520,000 | -47.0% | 1,982 | -44.0% | 0.03% | -48.1% |
| Q4 2021 | $982,000 | +98.4% | 3,540 | +82.3% | 0.05% | +73.3% |
| Q3 2021 | $495,000 | -11.3% | 1,942 | -11.0% | 0.03% | -11.8% |
| Q2 2021 | $558,000 | +8.3% | 2,181 | +0.5% | 0.03% | 0.0% |
| Q1 2021 | $515,000 | -6.0% | 2,170 | -11.4% | 0.03% | -10.5% |
| Q4 2020 | $548,000 | +14.4% | 2,450 | 0.0% | 0.04% | +2.7% |
| Q3 2020 | $479,000 | +11.7% | 2,450 | +2.7% | 0.04% | +2.8% |
| Q2 2020 | $429,000 | +26.2% | 2,385 | +3.9% | 0.04% | +5.9% |
| Q1 2020 | $340,000 | +34.9% | 2,295 | +71.8% | 0.03% | +70.0% |
| Q4 2019 | $252,000 | +5.4% | 1,336 | -2.9% | 0.02% | -4.8% |
| Q3 2019 | $239,000 | +0.8% | 1,376 | 0.0% | 0.02% | -4.5% |
| Q2 2019 | $237,000 | +12.9% | 1,376 | +9.4% | 0.02% | +4.8% |
| Q1 2019 | $210,000 | – | 1,258 | – | 0.02% | – |
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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% |