ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,937,307 | -3.7% | 48,712 | 0.0% | 1.34% | -2.1% |
| Q2 2023 | $12,396,172 | +6.1% | 48,712 | -1.8% | 1.37% | +1.9% |
| Q1 2023 | $11,680,436 | +6.8% | 49,617 | +0.1% | 1.35% | +9.4% |
| Q4 2022 | $10,941,350 | +3.9% | 49,580 | -2.6% | 1.23% | -8.9% |
| Q3 2022 | $10,535,000 | -4.7% | 50,885 | +0.1% | 1.35% | +4.6% |
| Q2 2022 | $11,053,000 | -17.1% | 50,844 | +0.0% | 1.29% | +2.7% |
| Q1 2022 | $13,333,000 | -11.4% | 50,819 | -6.3% | 1.26% | -28.9% |
| Q4 2021 | $15,053,000 | +1.2% | 54,244 | -7.0% | 1.77% | +43.7% |
| Q3 2021 | $14,872,000 | -8.0% | 58,355 | -7.6% | 1.23% | -3.8% |
| Q2 2021 | $16,164,000 | +4.6% | 63,162 | -3.1% | 1.28% | +0.6% |
| Q1 2021 | $15,456,000 | +3.5% | 65,153 | -2.4% | 1.27% | +2.7% |
| Q4 2020 | $14,928,000 | +13.6% | 66,776 | -0.6% | 1.24% | +9.9% |
| Q3 2020 | $13,146,000 | +1.9% | 67,173 | -6.2% | 1.13% | -30.8% |
| Q2 2020 | $12,897,000 | +2428.8% | 71,628 | +1982.2% | 1.63% | +2042.1% |
| Q1 2020 | $510,000 | +59.4% | 3,440 | +37.8% | 0.08% | +43.4% |
| Q3 2016 | $320,000 | – | 2,496 | – | 0.05% | – |
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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% |