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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $11,386,000 | +12.2% | 79,061 | +9.0% | 2.58% | -4.8% |
| Q1 2017 | $10,151,000 | +34.5% | 72,558 | +27.9% | 2.71% | +46.5% |
| Q4 2016 | $7,545,000 | +28.7% | 56,738 | +24.1% | 1.85% | +26.6% |
| Q3 2016 | $5,862,000 | +16.3% | 45,726 | +12.5% | 1.46% | +8.5% |
| Q2 2016 | $5,042,000 | -10.3% | 40,654 | -12.6% | 1.34% | -17.3% |
| Q1 2016 | $5,623,000 | +1.6% | 46,525 | +1.1% | 1.63% | -1.8% |
| Q4 2015 | $5,535,000 | +8.1% | 46,008 | +2.3% | 1.66% | +3.3% |
| Q3 2015 | $5,121,000 | -7.1% | 44,964 | +1.1% | 1.60% | +5.5% |
| Q2 2015 | $5,515,000 | +1.3% | 44,483 | +1.2% | 1.52% | 0.0% |
| Q1 2015 | $5,445,000 | +9.6% | 43,961 | +8.3% | 1.52% | +51.3% |
| Q4 2014 | $4,966,000 | +12.7% | 40,606 | +7.6% | 1.00% | +19.7% |
| Q3 2014 | $4,407,000 | +4.5% | 37,736 | +5.3% | 0.84% | +6.6% |
| Q2 2014 | $4,219,000 | +6.6% | 35,829 | +1.7% | 0.79% | -1.1% |
| Q1 2014 | $3,957,000 | +1.5% | 35,232 | 0.0% | 0.80% | +43.4% |
| Q4 2013 | $3,898,000 | +9.5% | 35,232 | +0.1% | 0.56% | +0.7% |
| Q3 2013 | $3,560,000 | +5.2% | 35,196 | +0.2% | 0.55% | -2.1% |
| Q2 2013 | $3,385,000 | – | 35,115 | – | 0.56% | – |
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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% |