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 | $1,658,321 | +2.0% | 6,767 | +6.0% | 0.02% | +4.3% |
| Q2 2023 | $1,625,109 | +7.6% | 6,386 | -0.5% | 0.02% | -4.2% |
| Q1 2023 | $1,510,155 | +14.6% | 6,415 | +7.4% | 0.02% | +4.3% |
| Q4 2022 | $1,317,680 | +3.5% | 5,971 | -2.9% | 0.02% | -8.0% |
| Q3 2022 | $1,273,000 | -4.8% | 6,148 | -0.0% | 0.02% | -3.8% |
| Q2 2022 | $1,337,000 | -11.9% | 6,150 | +6.4% | 0.03% | +4.0% |
| Q1 2022 | $1,517,000 | -6.7% | 5,782 | -1.3% | 0.02% | -3.8% |
| Q4 2021 | $1,626,000 | +17.6% | 5,859 | +8.0% | 0.03% | +8.3% |
| Q3 2021 | $1,383,000 | +13.2% | 5,426 | +13.6% | 0.02% | +14.3% |
| Q2 2021 | $1,222,000 | +15.3% | 4,776 | +6.9% | 0.02% | -4.5% |
| Q1 2021 | $1,060,000 | -3.9% | 4,469 | -9.4% | 0.02% | -12.0% |
| Q4 2020 | $1,103,000 | +9.4% | 4,935 | -4.2% | 0.02% | -3.8% |
| Q3 2020 | $1,008,000 | +8.7% | 5,151 | +0.1% | 0.03% | -3.7% |
| Q2 2020 | $927,000 | +13.0% | 5,146 | -6.9% | 0.03% | -6.9% |
| Q1 2020 | $820,000 | -23.4% | 5,529 | -2.7% | 0.03% | -6.5% |
| Q4 2019 | $1,071,000 | – | 5,682 | – | 0.03% | – |
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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% |