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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,623 | -5.1% | 6,378 | -12.2% | 0.07% | +2.9% |
| Q1 2023 | $1,710 | -86.4% | 7,264 | -87.3% | 0.07% | -89.1% |
| Q4 2022 | $12,611 | -99.6% | 57,145 | +418.2% | 0.64% | +535.0% |
| Q1 2022 | $2,893,000 | -13.4% | 11,027 | -15.9% | 0.10% | -25.4% |
| Q3 2021 | $3,340,000 | +87.4% | 13,104 | +32.4% | 0.13% | -5.0% |
| Q2 2020 | $1,782,000 | +56.2% | 9,899 | +50.7% | 0.14% | +76.2% |
| Q3 2019 | $1,141,000 | – | 6,569 | – | 0.08% | – |
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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% |