ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,142,629 | +5.4% | 12,824 | +9.4% | 0.63% | +17.0% |
| Q2 2023 | $2,982,231 | +6.3% | 11,719 | -1.7% | 0.54% | -3.7% |
| Q1 2023 | $2,805,594 | -30.5% | 11,918 | -34.9% | 0.56% | -35.2% |
| Q4 2022 | $4,038,819 | -2.5% | 18,302 | -10.3% | 0.87% | -28.1% |
| Q3 2022 | $4,143,000 | -67.6% | 20,405 | -58.2% | 1.20% | -41.8% |
| Q1 2022 | $12,792,000 | -11.6% | 48,844 | -14.1% | 2.07% | -14.7% |
| Q3 2021 | $14,470,000 | -14.1% | 56,873 | -34.0% | 2.43% | -6.4% |
| Q3 2020 | $16,853,000 | -10.9% | 86,113 | -18.1% | 2.59% | -14.5% |
| Q2 2020 | $18,925,000 | – | 105,104 | – | 3.03% | – |
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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% |