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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,594 | -3.7% | 1,145 | 0.0% | 0.08% | -1.3% |
| Q2 2023 | $291,380 | +8.1% | 1,145 | 0.0% | 0.08% | +4.0% |
| Q1 2023 | $269,544 | +6.7% | 1,145 | 0.0% | 0.08% | +4.2% |
| Q4 2022 | $252,679 | +6.6% | 1,145 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $237,000 | -4.8% | 1,145 | 0.0% | 0.07% | +6.0% |
| Q2 2022 | $249,000 | -17.0% | 1,145 | 0.0% | 0.07% | -4.3% |
| Q1 2022 | $300,000 | -5.7% | 1,145 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $318,000 | +8.9% | 1,145 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $292,000 | -0.3% | 1,145 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $293,000 | +11.8% | 1,145 | +3.6% | 0.07% | +4.3% |
| Q1 2021 | $262,000 | +6.1% | 1,105 | 0.0% | 0.07% | -5.5% |
| Q4 2020 | $247,000 | +14.4% | 1,105 | 0.0% | 0.07% | -6.4% |
| Q3 2020 | $216,000 | +1.4% | 1,105 | -6.8% | 0.08% | +2.6% |
| Q2 2020 | $213,000 | -14.1% | 1,185 | -29.3% | 0.08% | -24.0% |
| Q1 2020 | $248,000 | +11.2% | 1,675 | +41.4% | 0.10% | +58.7% |
| Q4 2019 | $223,000 | – | 1,185 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |