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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,717 | -3.7% | 2,031 | 0.0% | 0.06% | -9.7% |
| Q2 2023 | $516,849 | +9.4% | 2,031 | +1.2% | 0.07% | +1.4% |
| Q1 2023 | $472,232 | +6.7% | 2,006 | 0.0% | 0.07% | +2.9% |
| Q4 2022 | $442,684 | +6.7% | 2,006 | 0.0% | 0.07% | +1.5% |
| Q3 2022 | $415,000 | -2.6% | 2,006 | +2.3% | 0.07% | 0.0% |
| Q2 2022 | $426,000 | -17.3% | 1,961 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $515,000 | -5.3% | 1,961 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $544,000 | +8.8% | 1,961 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $500,000 | -0.4% | 1,961 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $502,000 | +8.0% | 1,961 | 0.0% | 0.07% | -2.9% |
| Q1 2021 | $465,000 | +5.2% | 1,961 | -0.9% | 0.07% | -1.4% |
| Q4 2020 | $442,000 | +16.0% | 1,979 | +1.6% | 0.07% | -2.7% |
| Q3 2020 | $381,000 | +19.8% | 1,948 | +10.4% | 0.07% | +7.4% |
| Q2 2020 | $318,000 | +21.4% | 1,765 | 0.0% | 0.07% | -4.2% |
| Q1 2020 | $262,000 | +66.9% | 1,765 | +111.4% | 0.07% | +97.2% |
| Q4 2019 | $157,000 | – | 835 | – | 0.04% | – |
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% |