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 | $647 | -3.7% | 2,641 | 0.0% | 0.39% | +44.9% |
Q2 2023 | $672 | -32.4% | 2,641 | -37.4% | 0.27% | -32.9% |
Q1 2023 | $994 | +6.8% | 4,221 | 0.0% | 0.40% | +10.6% |
Q4 2022 | $931 | -99.9% | 4,221 | 0.0% | 0.36% | +0.6% |
Q3 2022 | $874,000 | -43.3% | 4,221 | -29.9% | 0.36% | -49.6% |
Q2 2021 | $1,541,000 | +16.2% | 6,021 | -11.1% | 0.71% | +16.2% |
Q3 2020 | $1,326,000 | +8.7% | 6,776 | 0.0% | 0.61% | +3.0% |
Q2 2020 | $1,220,000 | +2.6% | 6,776 | -15.5% | 0.59% | +0.8% |
Q1 2020 | $1,189,000 | -21.3% | 8,015 | 0.0% | 0.59% | +4.2% |
Q4 2019 | $1,511,000 | – | 8,015 | – | 0.56% | – |
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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% |