ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,356 | +6.7% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,958 | -99.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,590,000 | -4.8% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,869,000 | -17.2% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,084,000 | -5.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,492,000 | +8.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,880,000 | -0.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,909,000 | +7.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,405,000 | +6.1% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,035,000 | +24.1% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,862,000 | +21.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,005,000 | -21.3% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,089,000 | +8.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,691,000 | +0.8% | 27 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $4,653,000 | – | 27 | – | 0.00% | – |
Download | ||||||
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% |