ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,060,931 | +1084.4% | 9,339 | +919.5% | 0.00% | – |
| Q4 2019 | $174,000 | +9.4% | 916 | -0.8% | 0.00% | – |
| Q2 2019 | $159,000 | +2.6% | 923 | -0.6% | 0.00% | – |
| Q1 2019 | $155,000 | -74.1% | 929 | -77.2% | 0.00% | -100.0% |
| Q4 2018 | $599,000 | +11880.0% | 4,078 | +15003.7% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 27 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -69.2% | 27 | -73.8% | 0.00% | – |
| Q2 2015 | $13,000 | -48.0% | 103 | -49.0% | 0.00% | – |
| Q1 2015 | $25,000 | -96.6% | 202 | -96.7% | 0.00% | -100.0% |
| Q4 2014 | $738,000 | +858.4% | 6,031 | +765.3% | 0.00% | – |
| Q4 2013 | $77,000 | – | 697 | – | 0.00% | – |
Download | ||||||
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% |