ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,719,700 | -2.9% | 47,824 | +0.8% | 1.29% | +1.5% |
| Q2 2023 | $12,069,170 | +27.2% | 47,427 | +17.6% | 1.27% | +18.1% |
| Q1 2023 | $9,490,329 | +322.1% | 40,314 | +295.7% | 1.08% | +293.4% |
| Q4 2022 | $2,248,470 | -40.5% | 10,189 | -44.2% | 0.27% | -43.5% |
| Q3 2022 | $3,780,000 | +15.1% | 18,258 | +20.9% | 0.48% | +25.0% |
| Q2 2022 | $3,283,000 | -6.8% | 15,103 | -3.2% | 0.39% | -6.5% |
| Q1 2022 | $3,524,000 | – | 15,607 | – | 0.42% | – |
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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% |