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 | $988,747 | -8.2% | 4,035 | -4.7% | 0.03% | +10.3% |
Q2 2023 | $1,077,460 | -3.6% | 4,234 | -10.9% | 0.03% | 0.0% |
Q1 2023 | $1,118,135 | -61.9% | 4,750 | -63.8% | 0.03% | -32.6% |
Q4 2020 | $2,931,000 | +26.9% | 13,111 | +11.1% | 0.04% | +2.4% |
Q3 2020 | $2,309,000 | +35.7% | 11,797 | -16.6% | 0.04% | -79.1% |
Q4 2015 | $1,701,000 | – | 14,141 | – | 0.20% | – |
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% |