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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13 | -94.6% | 55 | -94.6% | 0.00% | – |
| Q1 2023 | $239 | -48.4% | 1,016 | -51.6% | 0.00% | -100.0% |
| Q4 2022 | $463 | -99.6% | 2,101 | +279.9% | 0.00% | – |
| Q3 2022 | $114,000 | -59.7% | 553 | -57.6% | 0.00% | – |
| Q2 2022 | $283,000 | +1247.6% | 1,303 | +1614.5% | 0.00% | – |
| Q4 2021 | $21,000 | -97.0% | 76 | -97.2% | 0.00% | -100.0% |
| Q3 2021 | $690,000 | -3.1% | 2,683 | -3.6% | 0.00% | 0.0% |
| Q2 2021 | $712,000 | +1555.8% | 2,783 | +1420.8% | 0.00% | – |
| Q1 2021 | $43,000 | -37.7% | 183 | -52.3% | 0.00% | – |
| Q2 2020 | $69,000 | -45.7% | 384 | -55.3% | 0.00% | – |
| Q1 2020 | $127,000 | +353.6% | 859 | +430.2% | 0.00% | – |
| Q3 2019 | $28,000 | -58.8% | 162 | -59.1% | 0.00% | – |
| Q2 2019 | $68,000 | -78.8% | 396 | -79.4% | 0.00% | -100.0% |
| Q1 2019 | $320,000 | +966.7% | 1,920 | +690.1% | 0.00% | -66.7% |
| Q1 2015 | $30,000 | +130.8% | 243 | +131.4% | 0.00% | +50.0% |
| Q4 2014 | $13,000 | – | 105 | – | 0.00% | – |
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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% |