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 | $356 | -6.8% | 1,451 | -3.3% | 0.02% | -4.0% |
| Q2 2023 | $382 | -7.3% | 1,501 | -14.3% | 0.02% | -10.7% |
| Q1 2023 | $412 | +6.7% | 1,751 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $386 | -99.9% | 1,751 | -32.7% | 0.03% | -33.3% |
| Q3 2022 | $539,000 | -28.1% | 2,601 | -24.6% | 0.04% | -25.0% |
| Q2 2022 | $750,000 | -17.1% | 3,451 | 0.0% | 0.06% | +1.8% |
| Q1 2022 | $905,000 | – | 3,451 | – | 0.06% | – |
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% |