ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
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 | 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% |