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 | $604,344 | -2.2% | 2,456 | +1.2% | 0.02% | +14.3% |
| Q2 2023 | $617,877 | +7.1% | 2,428 | -0.9% | 0.01% | -6.7% |
| Q1 2023 | $576,921 | +4.5% | 2,451 | -2.0% | 0.02% | 0.0% |
| Q4 2022 | $551,838 | +3.3% | 2,501 | -3.1% | 0.02% | -6.2% |
| Q3 2022 | $534,000 | +10.8% | 2,581 | +16.5% | 0.02% | -20.0% |
| Q2 2022 | $482,000 | -22.5% | 2,215 | -6.5% | 0.02% | 0.0% |
| Q1 2022 | $622,000 | -5.3% | 2,369 | +0.1% | 0.02% | +5.3% |
| Q4 2021 | $657,000 | +8.8% | 2,367 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $604,000 | -0.3% | 2,367 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $606,000 | +3.6% | 2,367 | -4.0% | 0.02% | -4.8% |
| Q1 2021 | $585,000 | +6400.0% | 2,465 | +2981.2% | 0.02% | – |
| Q4 2014 | $9,000 | -99.4% | 80 | +566.7% | 0.00% | – |
| Q2 2014 | $1,388,000 | – | 12 | – | 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% |