ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,955,914 | +24.0% | 7,981 | +28.8% | 0.04% | +25.0% |
| Q2 2023 | $1,577,361 | -22.9% | 6,198 | -33.1% | 0.03% | -33.3% |
| Q4 2022 | $2,045,262 | +5.4% | 9,268 | +3.9% | 0.04% | +2.4% |
| Q2 2022 | $1,940,000 | +84.4% | 8,923 | +122.6% | 0.04% | +127.8% |
| Q1 2022 | $1,052,000 | +1.7% | 4,009 | +7.6% | 0.02% | 0.0% |
| Q4 2021 | $1,034,000 | +372.1% | 3,726 | +195.9% | 0.02% | +125.0% |
| Q3 2019 | $219,000 | -87.4% | 1,259 | -89.4% | 0.01% | -89.6% |
| Q4 2018 | $1,739,000 | +347.0% | 11,838 | +376.4% | 0.08% | +305.3% |
| Q1 2018 | $389,000 | -76.7% | 2,485 | -82.5% | 0.02% | -88.6% |
| Q2 2014 | $1,668,000 | +14.0% | 14,164 | +8.7% | 0.17% | +11.4% |
| Q1 2014 | $1,463,000 | +37.2% | 13,026 | +35.3% | 0.15% | +40.6% |
| Q4 2013 | $1,066,000 | +42.1% | 9,631 | +29.8% | 0.11% | +35.9% |
| Q3 2013 | $750,000 | – | 7,419 | – | 0.08% | – |
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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% |